Overview

As an advisor of 17 years, I have reached the point that I am ready to expand my practice. I originally started my practice with Merrill Lynch in San Francisco, and moved to the Sacramento area and LPL about ten years ago. Our firm has three advisors and three staff and is well equipped to absorb a new client book.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...