Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
El Segundo, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$300,000.00
# of Accounts
110
Avg Client Age
55
Overview

Financial Advisor for 19 years, with Morgan Stanley for 15 years, with mostly fee based managed money, mutual funds, annuities. We are looking to successfully transition retiring advisors with mainly a fee base business, who want a flexible arrangement that will suite their priorities when selling their practice.

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