Overview

I am the Business Development Consultant for LPL Financial covering the greater Los Angeles area, central CA, and the Hawaiian Islands. I am not a financial adviser and do have personal relationships with hundreds of advisers in my territory. and want to be an additional resource for the advisers looking to sell or buy practices by making introductions to other buyers/sellers who may need some references.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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