Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$450,000.00
# of Accounts
650
Avg Client Age
60
Overview

I have an independent financial planning practice with LPL Financial. I'm 33 with 11 years experience as a financial advisor and I am also a CFP. I primarily utilize either third party asset management/centralized platforms to manage money on behalf of my clients on a fee for service basis. I hope to gain visibility with respect to practices available for sale or merger within my community. I recently completed a successful acquisition and foresee practice acquisition as a future growth strategy for my firm.

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