$88MM AUM in Camarillo, CA

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Camarillo, CA, US
Fee 0% Commission 100%
# of Accounts
300
Avg Client Age
70
Overview

We have had a long presence in the local community. We provide mutual fund, advisory and variable annuity business with a focus on retirement income planning and estate planning and preservation. We have expertise in long term care planning and estate planning. My goal is to provide continuity for and then acquire a similar practice within 5 years.

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