$10MM AUM | $150,000 GDC in San Jose, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
San Jose, CA, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
500
Avg Client Age
50
Overview

Ideal buyer is bilingual (English and Chinese) and has at least 5 years of experience. A Series 6 is necessary and a Series 7 is preferred but not necessary. The ideal candidate has experience with variable annuities and mutual funds.

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