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Financial Advisor   

$470MM AUM | $2.8MM GDC in Walnut Creek, CA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Walnut Creek, CA, US
12 Month Gross Revenue
$2,800,000
Number of Accounts
900
Avg Client Age
65

Overview

We are looking for a producing partner to join our firm. We are also interested in acquisitions (<$150M AUM) and providing continuity or succession plans to firms that may need one.

 
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