We are a branch office of LPL Financial with offices in Newport Beach, West LA and Las Vegas. Looking to purchase business that fits our model. We have four advisors and two office staff. We have a retirement plan division and a group insurance division as well as general wealth advising. All advisors are CFPs,MSFS or JDs. Looking to slowly transition seller's clients with constant seller involvement. Would be willing to purchase portions of a seller's business.

We have experience buying practices. We have successfully integrated two practices into our firm so we know what it takes . It takes commitment, personnel, technology, and a recognition that the new clients are most likely to stay on if the selling adviser meets with the client and with us during the transition process.

Last Activity
6 months or more

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