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Financial Advisor   

$60MM AUM | $400,000 GDC in Santa Barbara, CA

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this month

Business Mix:

90% Comm
10% Fee


Santa Barbara, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I'd like to expand my business. I live in Santa Barbara, CA but my business is spread across California and the US. I started as a financial advisor in 1982 with Dean Witter. I worked for a number of years and sold my business to stay home and raise my family. I got back into the business a few years ago as I love helping people. I currently have approx. 60 Million AUM. I encourage clients to have diversified portfolios across different asset classes. I am very active in keeping in touch with my clients and providing them excellent service for their accounts. I would like to find a business to buy and work for another 15-20 years.


Has Office Space to Share in Santa Barbara, CA

We have beautiful offices available in our Santa Barbara location as well as our Westlake office.

Contact to discuss details
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