Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
559 days old
General
Location
Huntington Beach, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$160,000.00
# of Accounts
100
Avg Client Age
60
Overview

I recently left TIAA and my 1 year non-compete is up in May. I am looking for a firm to buy or join that focuses on hollistic financial planning.

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