$20MM AUM | $60,000 GDC in Fresno, CA

LISTING SOLD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession | Continuity
Location
Fresno, CA, US
Fee 0% Commission 100%
$60,000
Gross Revenue
320
# of Accounts
60
Avg Client Age
Overview

Stocks and mutual funds, half of business is IRA's , the other half is individual stocks
The ideal successor would be local to Fresno California, and 15 to 20 years of experience in the securities industry.

Extended Profile Information

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