$65MM AUM | $610,000 GDC in Newbury Park, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge | Succession | Continuity | Successor
Location
Newbury Park, CA, US
Fee 0% Commission 100%
$610,000
Gross Revenue
150
# of Accounts
60
Avg Client Age
Overview

We are a full service firm working with retirees and those saving for it. We want to be bionic - better, stronger and faster, and are looking for strategic partnerships and/or continuity solutions for our clients and our practice. We're looking to work with other advisor/firms affiliated with or willing to join LPL.

Extended Profile Information

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