$5.6MM GDC in Richmond, CA

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Location
Richmond, CA, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$5,600,000.00
# of Accounts
20
Avg Client Age
55
Overview

Seeking to completely sell book of business and retire. Seeking to identify a successor in the next six months to one year.

The ideal candidate has at least two year of experience with a series 7 and series 24 licenses. The ideal candidate is familiar with alternative investments, non-publicly traded securities, and private REITS. Advisor seeks inquiries from candidates across the country.

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