Overview

I'd like to either buy a practice or join an existing practice for a founder advisor looking for a succession plan in San Diego, CA. I have my CFA and CFP and have been in the investment management industry as a practitioner for over 16 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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Technology Solutions

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CRM Systems

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