Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Diego, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$175,000.00
# of Accounts
350
Avg Client Age
55
Overview

I provide full scale of financial planning for individuals and businesses. I would like to acquire book of business to grow.

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