Overview

Hybrid RIA seeking to acquire other practices in Ventura, Bakersfield, Santa Barbara Counties. 30+ years experience. CLU, ChFC, AIF.
Financial Planning fees driven by Profiles+ software which we help to beta.

Market
Advisor/RIA
Last Activity
this week

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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Insurance Business

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