Overview

I am looking to acquire a book of business with most of the clients located in Northern NV and CA. I am open to a multi year transition process for someone looking to ease out of the day to day operations.

I have been an advisor with LPL for over twenty years. Other experience includes owning and operating a CPA firm from 1986 through 2016. I enjoy building long term relationships with my clients. Please give me a call at your convenience.

Mark Neddenriep ___-___-____

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...