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Financial Advisor   

$150MM AUM | $500,000 GDC in Carlsbad, CA

Member Level
Premier
Last Activity
this month

Business Mix:

80% Comm
20% Fee

General

Location
Carlsbad, CA, US
12 Month Gross Revenue
$500,000
Number of Accounts
1,500
Avg Client Age
65

Overview

I'm looking to continue to grow as a financial advisor and join forces with an advisor or a group of advisors that are looking to transition their practice over to me over the next 5 years; someone that is possibly looking to retire, maybe still wanting to work with clients for a few years or a few days a week. This would allow me to grow and learn from you about your clients, provide continuity to your clients, and help with your possible retirement.

 
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