Overview

I am relatively young, but very successful and experienced advisor (13 years) in Newport Beach, CA. I have a tremendous network in the local community. I've spent my entire career at a large wirehouse in San Diego and Newport Beach. I am looking to add a book of business (ROA should be well above 50 bps) from a local advisor looking to retire or phase-out over a number of years. Your book would need to move to my wirehouse firm and you would be compensated for the arrangement to move as part of the retirement payout package.

Market
Advisor/RIA
Last Activity
within 4 months

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