$320MM AUM | $3.5MM GDC in Los Angeles, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
100
Avg Client Age
50
Overview

I have 27 years of experience with independent financial advisory firms, wirehouse, bank brokerage and insurance , I believe my background is uniquely qualified to meet advisors who are looking to transition their books of business over to a qualified successor and know their clients will be well taken care of. My goal has also been to become a life coach and to seek out others with the same values and beliefs.

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