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Financial Advisor   

$190MM AUM | $1.6MM GDC in San Diego, CA

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$1,600,000
Number of Accounts
480
Avg Client Age
62

Overview

We are a wealth planning focused, fee-based, RIA in San Diego, CA interested in merger, succession or acquisition opportunities.

 

Has Office Space to Share in San Diego, CA

We have a private office available for a select wealth advisor in a A class building in Del Mar Heights/Carmel Valley, San Diego

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