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SL advisors Listing
Financial Advisor   

$160MM AUM | $850,000 GDC in Cardiff, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Cardiff, CA, US
12 Month Gross Revenue
$850,000
Number of Accounts
220
Avg Client Age
62

Overview

We are duel registered (RIA/BD) and looking to talk to people who are interested in selling and/or joining our firm as part of a 1-5 year succession plan with a earn-out upon retirement.

 
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