$15MM AUM | $150,000 GDC in Mission Viejo, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Mission Viejo, CA, US
Fee 0% Commission 100%
Gross Revenue
$150,000
# of Accounts
40
Avg Client Age
56
Overview

Looking for the right acquisition. I look for clients interesting in goal based investing and financial planning. I have 14 years experience in financial services and have worked on Wall Street and London. I bring a unique background and experience to my clients. If you would like to find a good home for your clients. Please connect with me.

Thanks for the opportunity.

Extended Profile Information

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