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Financial Advisor   

$700MM AUM | $4MM GDC in Pasadena, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

70% Comm
30% Fee

General

Location
Pasadena, CA, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
23,000
Avg Client Age
58

Overview

We are a full-service firm, composed of 38 reps/advisors and operating in 22 states. We are seeking to expand our operation through acquisition, and are looking for senior reps/advisors who are looking to retire in the next 1-5 years.

 
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