Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
28 days old
General
Location
Grass Valley, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$371,000,000.00
Gross Revenue
$3,200,000.00
# of Accounts
2,000
Avg Client Age
72
Overview

We are a professional, experienced, and well-qualified team that provides comprehensive wealth management to our clients. We view comprehensive wealth management to be in-depth financial planning and thorough retirement & estate consulting combined with asset management & insurance services. We manage fee based models across the risk spectrum. We are seeking to add experienced advisors to our Auburn, California office as we view this location to have untapped potential within the Auburn area, and it provides an attractive access point to a broad section of the I-80 corridor stretching from Reno to Sacramento. We are an independent branch with Raymond James Financial Services. We are looking for advisors that are focused on the growth of their book over administering their practice, and are looking for a team to provide the broad support needed to enable that effort.

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