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Financial Advisor

$11MM AUM | $30,000 GDC in Clovis, CA

Member Level
Basic
Last Activity
this week

Business Mix:

98% Comm
2% Fee

General

Location
Clovis, CA, US
12 Month Gross Revenue
$30,000
Number of Accounts
150
Avg Client Age
61

Overview

Partial practice sales within the next 6 to 12 months.
Almost all mutual funds in both brokerage accounts and direct with the mutual fund companies.
Some decent sized simple IRA plans with multiple participants. Few Variable annuities.
Terms are flexible however preference given to up front buyer, but a portion of the purchase price can be paid over time.

 

Has Office Space to Share in Clovis, CA

There is a little over 1000 square feet of office space to share.

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