Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
407 days old
General
Location
Pls Vrds Est, CA, US
Profile Type
Buyer | Continuity | Join A Practice
Business Type
Registered Investment Advisor
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
55
Overview

Are you seeking a continuity or successor partner for your wealth management business?
Are you looking for someone to run your RIA, B/D or Hybrid firm until you are ready to retire?
Do you want to sell and stay?

Experienced advisor and executive seeking to buy a book of business or a firm in the greather Los Angeles/Orange County area. While my preference is fee-based, I also have my CA insurance license and numerous FINRA licenses to be able to accomodate all lines of business. I am have the following designations: CFP, CLU/ChFC and CIMA.

Let's have a conversation about your vision for the future and your options -

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