$50MM AUM | $390,000 GDC in
We have been on the Central Coast since 1995. Adviser experience totaling over 30 years. Our clients are aging. We seek to grow the firm by buying an existing small practice and adding younger brokers in the growth stages of their career who would like to be mentored.
Headquarters in Atascadero with meeting location in Grover Beach.
Clearing through Pershing. BD Madison Avenue Securities in San Diego.
High Payouts and wide investment selection from fixed indexed annuities to multiple managed platforms to alternative investments. Few firms will have this much flexibility. We will train newer brokers how to utilize a wide variety of allocation options to lower volatility and increase client satisfaction..