$33MM AUM | $250,000 GDC in Cerritos, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cerritos , CA, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
150
Avg Client Age
60
Overview

I have been doing comprehensive financial planning for over 11 years. My business has a good mix of advisory, annuities and brokerage business. I'm looking to purchase a small book or help someone with their succession planning.

Extended Profile Information

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