$20MM AUM | $180,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
100
Avg Client Age
55
Overview

I have over 20 years experience as a wealth manager an extensive knowledge in insurance and financial services.
I'm looking to partner or acquire an established independent firm and keep their existing staff. If you are looking at transitioning into retirement please call me. I'm also interested in partnering on insurance sales and acting as the advanced markets expert for your firm in the event you want to grow that part of the business.

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