Overview

I have been a fully licensed advisor for a little over 2 years now. I work for one of the largest Credit Unions in the state and the largest AUM Credit Union on LPL's platform. I'm looking to grow my book of business through an acquisition of an established book in the Los Angeles/South Bay area.

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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Resources
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