$15MM AUM | $100,000 GDC in Santa Cruz, CA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Santa Cruz, CA, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
50
Overview

Senior financial advisor relocating to Santa Cruz, CA from San Francisco, CA. I currently deal in a wide range of financial products including stocks and funds largely in managed accounts, brokerage, annuities and insurance. I currently have a secondary office in Santa Cruz and am looking to buy a smaller practice after selling my current one.

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