Overview

Growing my business. Open to purchasing books of business in San Diego County from advisors who are primarily commission based and don't want to transition to fees. I work well with retirees and pre-retirees on income and legacy solutions.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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