$60MM AUM | $550,000 GDC in San Rafael, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
San Rafael, CA, US
Fee 0% Commission 100%
Gross Revenue
$550,000
# of Accounts
80
Avg Client Age
57
Overview

Currently run a independent financial planning in Marin County. Previously worked as a financial planner with Fidelity Investments in Sunnyvale CA with over 10 years experience. Current AUM is $60M. CFP registered and looking to purchase books up to $100M in AUM. I have down payment and financing ready. 35 years of age looking to build and maintain long term client relationships. All of California is my territory that I look to cover as I have clients spread across the state. Dually registered with Securities America Advisors and Arbor Point Advisors with custodian access to Fidelity Investments, Charles Schwab, TD Ameritrade, and Pershing.

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