$20MM AUM | $125,000 GDC in Costa Mesa, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Costa Mesa, CA, US
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
250
Avg Client Age
45
Overview

Looking to buy a small practice in orange county and/or Los Angeles county.
Please contact me at ___-___-____ or email me at ___ ( Shu Todoroki)
I have been a financial advisor for over 13 years with the same firm. Looking to add quality clients that want an advisor with experience and trust as the foundation of the relationship.

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