100% fee based business located in Marin County. Launched in 2017 and growing on the TD Ameritrade platform. Equities, ETF's, Bonds and Funds. No annuities.
Looking to buy/merge-in smaller (sub $30MM) books of business at this time. Willing to pay for a bay area book of business over time if seller can be reasonable. If you think your business is worth 7x revenues we are probably not a great fit. However, if you want to retire and know that your clients are being well taken care of then we should talk.
I am a CFA, fiduciary and take pride in protecting and growing my clients wealth.