$60MM AUM | $275,000 GDC in Pleasanton, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Pleasanton, CA, US
Fee 0% Commission 100%
$275,000
Gross Revenue
180
# of Accounts
67
Avg Client Age
Overview

I am a Retirement Planning Consultant oriented Financial Advisor who is interested in exploring account/book acquisition opportunities in the Tri-Valley area.

Extended Profile Information

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