$7MM AUM in Roseville, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Successor
Location
Roseville, CA, US
Fee 0% Commission 100%
Overview

We are a small RIA and looking to become successors of veteran advisors. We will accept and comply with all clauses and contingencies requested for succession and continuity. Our focus will be on delivering excellent service to transitioned clients and guarantee retiring advisors envisioned stream of income.

Extended Profile Information

Loading...