Overview

I recently opened my firm in Bakersfield, Ca. I am looking for Advisors that are looking to retire in the near future or Advisor's that are interested in merging their practice under a company that I would like to grow significantly nationwide. The focus at my firm will be comprehensive wealth management that offers clients truly customized financial and investment strategies that help them build wealth and reach their goals, rather than simply investing in generic strategies to get average results. As a former Marine I want to bring the discipline and core values taught in the Marine Corps to the Financial Industry by creating jobs for veterans to work with the advisors I bring on board. If you'd like to hear more about the company I am building and are interested in merging or you want to retire and need to know that your clients will be taken care of please reach out to me.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
July 31, 2017

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