$130MM AUM | $784,577 GDC in
San Diego, CA
A very seasoned professional specializing in retirement strategies with fabulous clients is considering transitioning into retirement over the next 48 months. This is a great opportunity for someone with years of industry experience, who possesses a high level of caring and service, and the technical/people skills to service the excellent clients of this wonderful practice. Candidates must love to help others and must understand how to provide monthly income solutions. You must be or desire and possess the credentials to become an LPL advisor. Prefer the San Diego metro area. Merging is a possibility as well but only with an LPL advisor.