Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Juan Capistrano, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$480,000.00
# of Accounts
200
Avg Client Age
62
Overview

I am looking to add clients to my book of business through acquisition of a complimentary practice. Please contact me if you are looking to retire or phase out over the next few years and want a phased buyout from someone who will take great care of the clients you have come to regard as family.

I have been in practice since 1994 and have extremely loyal and satisfied clients. I am currently located in Orange County and travel regularly to Northern California (Sacramento area) to meet with clients. Navy veteran. California and possibly Florida locations desired.

I'm also interested in acquiring 401(k) business from reps looking to retire or change direction.

Please call me (Sean) directly at ___-___-____ if you are a principal and interested in talking. No recruiters please and I am not interested in joining another BD.

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