Overview

I am currently working as a financial advisor with San Diego County Credit Union. I am still in the process of acquiring new clients and have a base of about 20mm AUM. I wish to join a practice that is looking for a successor in the next 2-5 years. Ideally, in the meantime I would like to learn about their practice, get acquainted with their client base and continue to increase my book. I have worked as both, independent and bank channel advisor with proven success.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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