$8.5MM AUM | $115,000 GDC in Pasadena, CA

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Pasadena, CA, US
Fee 0% Commission 100%
$115,000
Gross Revenue
46
# of Accounts
65
Avg Client Age
Overview

I am seeking to retire and completely sell book of business. While I seek to retire in three years, I will also entertain immediate offers.

My ideal candidate is about 55 years old and is interested in working another ten years. The ideal candidate will have familiarity with US Treasury bonds, income producing stocks, and mutual funds. They must be familiar with 100% commission based and is transaction based. I am not interested in candidates outside California and candidates close to Pasadena are preferred. I prefer an advisor who is affiliated with my same firm or willing to affiliate with my same firm.

Extended Profile Information

Loading...