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Financial Advisor   

$20MM AUM | $200,000 GDC in Walnut Creek, CA

Member Level
Basic
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Walnut Creek, CA, US
12 Month Gross Revenue
$200,000

Overview

Seeking to acquire book of business in a partnership, offer a big pay upfront to advisor along with trail for them through retirement and to beneficiaries if need be. Not greedy, understand the hard work put in to build the business, definitely looking to keep retiree happy.

 
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