$30MM AUM | $265,000 GDC in Upland, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Upland, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$265,000.00
# of Accounts
160
Avg Client Age
53
Overview

I have been in the industry for 30 years.
Currently seeking an advisor looking to transition their book to a qualified advisor
for maximum benefit to both advisors and clients

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