$22MM AUM | $120,000 GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
200
Avg Client Age
55
Overview

I became an independent financial advisor with the Royal Alliance two years ago. I have a book of business in Michigan and in Los Angeles, CA. I am looking to grow in California by acquiring a practice in the LA area. I have multiple options for financing.

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