Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
779 days old
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$150,000.00
# of Accounts
50
Avg Client Age
45
Overview

Grow AUM with an up and coming , younger, talented advisor specializing in a niche part of the industry that they are extremely proficient and confident in to compliment each others practices. I have been mentored and worked for several of the best investment managers, financial advisors, and insurance advisors in the country. We target business owners and highly compensated professionals. I am hiring an executive assistant, have an incredible business model, which I firmly believe is in the best interest of all my clients who inherently trust me. I would like to get in front of more prospects or work alongside another peer to increase motivation and become an elite firm in the industry.

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