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Financial Advisor   

$120MM AUM | $1.1MM GDC in Pasadena, CA

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Pasadena, CA, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
200
Avg Client Age
62

Overview

Privately held, dually registered BD/RIA. Expanding office space and looking to add mid-career and seasoned advisors to complement the firm. Firm has an insurance agency subsidiary, and offers a full complement of financial services using the Bank of Mellon New York and Pershing as our custodial and platform partners. Ideal opportunity for an advisor who is growing a business but is hampered by the annually fluctuating grid compensation system of a wirehouse.

 
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