$40MM AUM | $500,000 GDC in Woodland Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Woodland Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
250
Avg Client Age
55
Overview

Financial Advisor with a proven track record of sales and building long-lasting relationships with clients. Looking to acquire a larger book of business preferably in the Los Angeles County.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...