Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
497 days old
General
Location
Encinitas, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$36,000.00
# of Accounts
20
Avg Client Age
50
Overview

Advisor Listing - Merge Opportunity in Encinitas, CA. I am a career changer who started my RIA in 2015. I am looking to merge with or purchase an established firm to grow my business and gain a more stable income base. I focus primarily on financial planning with investment management through a TAMP. I work with clients in all stages and profiles.

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