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Financial Advisor   

$110MM AUM | $500,000 GDC in San Mateo, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

60% Comm
40% Fee

General

Location
San Mateo, CA, US
12 Month Gross Revenue
$500,000
Number of Accounts
750
Avg Client Age
60

Overview

Looking to acquire or merge an advisor with our team of Senior Advisor (35 years of experience) + IAR with 5 years experience

 

Has Office Space to Share in San Mateo, CA

Office space

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