$3MM AUM | $20,000 GDC in Sherman Oaks, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
108 days old
General
Listing Type
Merge | Successor
Location
Sherman Oaks, CA, US
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
40
Avg Client Age
55
Overview

I have a 5 year old business of tight relationships, mostly family and friends. I am looking to find an older Advisor that I can help transition into Retirement.

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