Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
690 days old
General
Location
Newport Beach, CA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
200
Avg Client Age
66
Overview

Registered Rep and General Securities Principal with 10 year old practice located in Newport Beach looking to acquire directly or merge and provide compliance/marketing/admin support to advisors looking to exit within the next 5 years. Strong due diligence background specifically in the areas of private RE and 1031 exchanges. Able to merge in "one man shops" looking for support of a team and dedicated admin in exchange for an override.

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