$120MM AUM | $1.1MM GDC in Camarillo, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Camarillo, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
850
Avg Client Age
65
Overview

Partner driven using streamlined processes and technology. We continually find new talent so that you have a new generation of advisors who can partner with you and do what's right for your clients. Fee-based, financial planning focused firm. Hybrid structure affiliated with LPL Financial.

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