Overview

I have a partnership with one other financial advisor. We have been independent for over 3 years now and are looking to acquire a small to midsize book to help continue our growth plan. We are fully independent advisors who live and practice in the La Mesa, CA (San Diego County) area. We have over 37 years combined investment experience together. We put our clients needs and wants as top priority and strive daily to be of highest integrity with each and every client!

Last Activity
6 months or more

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