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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
$400,000
Gross Revenue
400
# of Accounts
60
Avg Client Age
Overview

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
 
Extended Profile Information

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