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Financial Advisor   

$20MM AUM | $200,000 GDC in San Leandro, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Leandro, CA, US
12 Month Gross Revenue
$200,000
Number of Accounts
78
Avg Client Age
50

Overview

An exciting opportunity that has been offered to me necessitates the sale of this practice.

It is an excellent book of business for an existing advisor to purchase and merge with their own practice. No Variable or commission products.

I am interested in doing a quick sale so I can move on with the new position.

 
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