$50MM AUM | $350,000 GDC in Atascadero, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
307 days old
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Atascadero, CA, US
Fee 0% Commission 100%
$350,000
Gross Revenue
600
# of Accounts
67
Avg Client Age
Overview

We have been on the Central Coast since 1995. Adviser experience totaling over 45 years. Our clients are aging. We seek to grow the firm by adding younger brokers in the growth stages of their career who would like to be mentored.
Headquarters in Atascadero with meeting location in Pismo Beach.
Clearing through Pershing. BD Madison Avenue Securities in San Diego.
High Payouts and wide investment selection.

Extended Profile Information

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