Join or Login for Access

SL advisors Listing
Financial Advisor   

$4MM AUM | $60,000 GDC in Mission Viejo, CA

Member Level
Premier
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Mission Viejo, CA, US
12 Month Gross Revenue
$60,000
Number of Accounts
30
Avg Client Age
65

Overview

Fee-only financial planning and recently added investment management. In the field since the late 1990's, have been solo since 2008 and have recently hired a second advisor to help expand. Primarily looking to join another small practice that is looking for a successor.
Considering going back to broker/dealer for insurance. I specialize in working with families with special needs children and life insurance is a large component.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging