Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
345 days old
General
Location
Elk Grove, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$10,000.00
# of Accounts
14
Avg Client Age
45
Overview

Looking to meet advisors who are planning to retire within the next 5 years. Would like to work together on assisting clients and making sure they are taken care of with a smooth transition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...