$20MM AUM | $145,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$145,000.00
# of Accounts
352
Avg Client Age
62
Overview

I am currently working as a financial advisor with San Diego County Credit Union. I am still in the process of acquiring new clients and have a base of about 20mm AUM. I wish to join a practice that is looking for a successor in the next 2-5 years. Ideally, in the meantime I would like to learn about their practice, get acquainted with their client base and continue to increase my book. I have worked as both, independent and bank channel advisor with proven success.

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