Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Folsom, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$18.00
Gross Revenue
$150.00
# of Accounts
150
Avg Client Age
60
Overview

Find opportunities to buy or join a succession plan.
I am a CPA, with a growing tax practice
I am a CFP, ChFC, CLU
I have done well with retirees, near retirees, business owners.
I am building a 401k plan client base

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...