Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Anaheim, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$60,000.00
# of Accounts
40
Avg Client Age
60
Overview

Seeking to connect with the right advisor or firm who is close, or getting ready to retire from the business, who is seeking a successor advisor to either take over his book in delayed sell/purchase, or an upfront buy out. I do a mixture of third party management, mutual funds, etf's, annuities (FIA's and VA's) and alternative investments for my clients. I clear through Pershing and TD Ameritrade. I am currently only interested in those practices in California. I am located in the Anaheim area, but am flexible to working anywhere in Southern California.

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