Overview

___-___-____ Hi I'm looking to expand my commission based only business into commission and fee based. I have 23 years in the business and a loyal client following that I care about. I'd rather spend my time servicing and assisting individuals, families and business with their investment planning needs rather than prospecting and I'm looking to grow my practice. I'd be willing to pay top dollar for a perfect book of business that fits into my network. I have acquired two other books over the last 7 years and found it to work well overall. I'm licensed with a series 7, 63 AIF, CA Life and Disability, testing soon for my 66. I'm registered in CA, AZ, HI, NV, OR, TX, WA, and WV. I live in Folsom, CA and focus mainly in Northern CA. If your interested in retiring near or in the near future let's talk about how we might be able to help each other meet our goals while helping folks achieve their financial needs now and into the future.

Last Activity
6 months or more

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