BrokerHunter | SELECT

Succession Opportunity- Davis CA

Davis, California
May 30 2019
David Testerman

Succession Opportunity-Davis 

Davis area Financial Advisor looking for potential succession partner. Immediate opportunity to partner with the FA.

Practice is doing $450 GDC on $106MM in AUM. 750 accounts and most of the business is A share trails.

Tremendous opportunity for the right advisor.

Please APPLY to discuss this further with a BrokerHunter SELECT consultant. 




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