Listing in Santa Barbara, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
# of Accounts
200
Avg Client Age
45
Overview

Full Service wealth management practice specializing in the management of all financial complexity that a Santa Barbara small business entrepreneur may encounter.
We are very interested in expanding the scale of our firm through win-win-win mergers & acquisitions of well respected advisers within our local community.

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