$250MM AUM | $2MM GDC in Roseville, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Roseville, CA, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000
# 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 the LPL platform. 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.

Extended Profile Information

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