Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Orange, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$60,000.00
# of Accounts
120
Avg Client Age
45
Overview

I run a primarily mutual fund/VA business right now. Looking to transition into fee based but will continue to still do BD business. I feel having dual registration has some huge advantages.

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