Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Mateo, CA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$70,000.00
# of Accounts
49
Avg Client Age
60
Overview

I am CFP building my business in the San Francisco Bay Area. I hope to merge with another fee based, financial planning based firm in the area, preferably along the Peninsula.

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