$40MM AUM | $300,000 GDC in Sherman Oaks, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sherman Oaks, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
65
Overview

I've been in the business for 23 years. My clients are like my family. My clients work with me because they trust me and feel comfortable with me. It's not uncommon for my clients to hug me after we review their accounts. Looking to meet an advisor that wants to retire and find a comfortable, safe place for their practice.

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