Overview

Interested in adding clients to existing RIA. Advisor has 11 years of industry experience. Managed books of business in Santa Monica CA and Belleve, Wa. for large bank prior to going independent last year. Looking to acquire primarily fee based books of business in Washington State or Southern California.


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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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