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Financial Advisor   

$35MM AUM | $250,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$250,000
Number of Accounts
120
Avg Client Age
55

Overview

I am part of a hybrid RIA with LPL as our broker dealer. We have locations in San Diego, Las Vegas, Scottsdale, Albuquerque, Palm Springs and Walnut Creek. I am personally looking to grow my practice through the acquisition of a practice (or practices,) but I am also have growth/recruiting responsibilities as an owner of the firm and we are interested in buying practices or merging practices into our RIA in all of the areas listed plus others in the US. We are a $1.75 billion dollar firm in growth mode.

 
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