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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Woodland Hills, CA, US
Listing Type
Buyer | Join A Practice
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.

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