$22MM AUM | $175,000 GDC in Dublin, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Dublin, CA, US
Fee 0% Commission 100%
Gross Revenue
$175,000
# of Accounts
150
Avg Client Age
78
Overview

I am looking to grow my practice within the East Bay. I'm actively looking for Advisors who want to leave the business who may have other interests, or who want to retire or due to an unforeseen event and possibly need to sell quickly.

I have close to two decades of advising in the financial industry. I pride myself on a great track record of caring for and about my clients and their investments. My office is efficient and I have competent staff to help with the daily operations. We develop long term relationships with all of our clients and it shows in the trust and faith they have with us over the years. I know we can take good care of your clients and would love to meet to discuss a fair and reasonable exit strategy for you and your practice. Please contact me to set up a time to talk. Pamela

Extended Profile Information

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