Overview

I am the Branch Manager of the Century City Ameriprise Office. I am also in personal production. As an office we are actively using corporate dollars to buy books of business from retiring advisors. I personally have a team practice that managers $225 million and our office has 20 advisors with $1 billion dollars in assets. When I look and evaluate practices, I try and connect sellers to the right kind of advisor in my office. We are really the only large firm using corporate dollars to buy businesses.

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6 months or more

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