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Financial Advisor   

$37MM AUM | $580,000 GDC in Santa Monica, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Santa Monica, CA, US
12 Month Gross Revenue
$580,000
Number of Accounts
165
Avg Client Age
60

Overview

I'm a young credentialed (CFP & CDFA) advisor and co-branch manager looking to buy a practice, merge a practice, or work alongside an advisor to split the business and transition them out of the day-to-day grind. I have my own book and am looking to grow. I am a Registered Principal and run the branch along with an older partner. Our practice is a mix of individuals/families as well as corporate retirement plans.

 

Looking for Office Space in Santa Monica, CA

Open to different office space if situation made sense

You must sign up or to discuss details.

 

Has Office Space to Share in Santa Monica, CA

Window office available in current space

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