Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
635 days old
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
60
Overview

Recently independent after 17 years with giant corporate B/Ds! I took the majority of clients with me (the ones I wanted), and I am now looking to continue to grow my business. I have hooked up with a small boutique B/D with favorable economics and resources, and I am fortunate to only work with clients I like; I believe in going the right thing for the client, always. Going out of my way with a high level of service has been a successful strategy. 100% of my new business is through referrals. I work fiercely in support of my clients.

Ideally, I would like to find an Advisor in my area with complementary skills and a similar outlook on the business - Someone who is looking to transition out of the practice within the next 6 months to 2 years, and wants to be sure their clients are going to be taken care of. Contact me - I will take you though my client-centered process.

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