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Financial Advisor   

$35MM AUM | $370,000 GDC in Roseville, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Roseville, CA, US
12 Month Gross Revenue
$370,000
Number of Accounts
300
Avg Client Age
65

Overview

I am a founding partner of Rubicon Advisors - an RIA/Hybrid on the LPL platform. We are experts in helping advisors transition from their current Firm to LPL. We are also accomplished in helping advisors develop and execute a succession strategy. Finding quality mergers and succession plans for our existing advisors or as part of a transition strategy for advisors new to Rubicon Advisors are the things we are seeking to accomplish on Succession Link.

 
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