Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Roseville, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$180,000.00
# of Accounts
150
Avg Client Age
65
Overview

I am looking to buy and/or become a successor to a practice. My ideal practices I'm looking for are 10mm-100mm. I've managed books with 80+mm so the scale is not a problem. 20 year industry veteran that has built successful practices on the wirehouse, bank and independent platform. Have owned my independent practice for 4 years and am looking to expand in Northern CA as well as a specific location in Southern CA. I am dually registered for easy transitions, but a majority of my practice is fee based. I clear through TD on the RIA side and NFS on the BD side.

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