$80MM AUM | $660,000 GDC in Roseville, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Location
Roseville, CA, US
Fee 0% Commission 100%
Gross Revenue
$660,000.00
# of Accounts
800
Avg Client Age
60
Overview

I am a Investment Advisor Representative with a practice based in Northern CA operating under our DBA. I have a business and tax background and have been in the financial services business since 2005. We have staff and 3 junior advisors on my team. I have worked with 4 advisors to transition their practices as they retire over the last 3 years giving us a large footprint in Northern CA, Nevada (Reno, Las Vegas, Laughlin) and Southern CA. We have a proven system and processes in place to service clients and grow business.

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