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Financial Advisor   

$20MM AUM | $250,000 GDC in Fresno, CA

Member Level
Lite
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Fresno, CA, US
12 Month Gross Revenue
$250,000
Number of Accounts
80
Avg Client Age
55

Overview

Growth through acquisition and/or merger

 

Has Office Space to Share in Fresno, CA

My office is near Herndon and Maple, total ~1500 square feet. I have one office suite that is vacant. The advisor must be with Cambridge - this is a compliance requirement. We can structure any type of office arrangement that works!

Contact to discuss details
 
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