$725MM AUM | $5MM GDC in Roseville, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Roseville, CA, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
4,000
Avg Client Age
60
Overview

A Branch owner/advisor under a large independent broker dealer with the financial resources available to acquire your practice. Looking for practitioners that specialize in a holistic planning approach that serve clients in a fee for advice capacity (practice does not have to be all fee based). Several solutions/exit strategies to help you facilitate your sale, transition or retirement at your pace. For more information or for a confidential valuation please email me anytime.

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