Join or Login for Access

SL advisors Listing
Financial Advisor

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

Member Level
Premier
Last Activity
today

Business Mix:

90% Comm
10% Fee

General

Location
Santa Barbara, CA, US
12 Month Gross Revenue
$400,000
Number of Accounts
400
Avg Client Age
60

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.

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging