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Financial Advisor   

$525MM AUM | $3.2MM GDC in Rancho Santa Fe, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Rancho Santa Fe, CA, US
12 Month Gross Revenue
$3,200,000
Number of Accounts
860
Avg Client Age
68

Overview

We are looking to buy a book from a retiring FA. We can offer 2-3X trailing 12 for a qualified Advisor looking to sell. We have over 50 years combined experience as well as 3 support staff. We take great care of our clients and would like to do the same for yours!

 
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