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Financial Advisor   

$130MM AUM | $1.1MM GDC in Visalia, CA

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Last Activity
this month

Business Mix:

5% Comm
95% Fee


Visalia, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Single firm 25 year veteran - full discretionary portfolio manger/director seeking to move back to the LA/southern CA area SEEKING retiring advisors who desire a flexible transition that facilitates both the desired expectations of the retiring advisor as well as meets or exceeds that of their clients. This is an ideal opportunity for single advisors who are looking for a way to successfully transition to retirement and insure the best level of care and service of our clients will continue. I welcome the opportunity to meet and discuss how my team might be a good fit. Our practice is predominantly fee-based and/or discretionary that has been based on CFP planning.

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