Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
1,053 days old
General
Location
Bakersfield, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$120,000.00
# of Accounts
100
Avg Client Age
70
Overview

I recently opened my firm in Bakersfield, Ca. I am looking for Advisors that are looking to retire in the near future or Advisor's that are interested in merging their practice under a company that I would like to grow significantly nationwide. The focus at my firm will be comprehensive wealth management that offers clients truly customized financial and investment strategies that help them build wealth and reach their goals, rather than simply investing in generic strategies to get average results. As a former Marine I want to bring the discipline and core values taught in the Marine Corps to the Financial Industry by creating jobs for veterans to work with the advisors I bring on board. If you'd like to hear more about the company I am building and are interested in merging or you want to retire and need to know that your clients will be taken care of please reach out to me.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...