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Financial Advisor

$60MM AUM | $1,000MM GDC in San Diego, CA

Member Level
Basic
Last Activity
this month

Business Mix:

35% Comm
65% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$1,000,000,000
Number of Accounts
250
Avg Client Age
65

Overview

In practice 39 years - need to put succession plan in place - still enjoy the practice which is fee-based with 3rd party AUM, Alternatives and insurance. I have key associates however need stronger leader type with marketing skills

 
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