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Financial Advisor   

$50MM AUM | $500,000 GDC in Newport Beach, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Newport Beach, CA, US
12 Month Gross Revenue
$500,000
Number of Accounts
300
Avg Client Age
46

Overview

Looking for opportunities to purchase an investment book in the Newport Beach, CA area. Goal would be to bring the book over to our firm and team and work with the Advisor that is selling their book/relationships on a smooth succession or partnership through the process

 
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