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Financial Advisor   

$45MM AUM | $450,000 GDC in Newport Beach, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
Newport Beach, CA, US
12 Month Gross Revenue
$450,000
Number 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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