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Financial Advisor   

$110MM AUM | $1.8MM GDC in Lake Forest, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Lake Forest, CA, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
550
Avg Client Age
57

Overview

Looking for firms with the desire to exit the 401(k) or pension business, whether by selling or merger. I am not looking for a financial or estate/wealth planning firm as I only want to work with pensions.

 
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