$2MM AUM | $20,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
253 days old
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$20,000.00
# of Accounts
20
Avg Client Age
52
Overview

Experienced Financial Planner looking to acquire or succeed and existing practice. Client focused using holistic planning and providing financial planning, insurance and investment management for clients

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