Listing in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Irvine, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Overview

I am looking for an opportunity to join and ultimately acquire a successful RIA in Southern California. My goal is to leverage over 15 years of experience in financial services and private equity to enhance the platform that I join. I currently hold the Series 7, 24, 63 and 79 securities licenses, as well as an NMLS license and CA real estate brokerage license. I have also previously held the Series 65 (which I am in process of renewing). I received my undergraduate degree from USC and my JD from the UCLA School of Law.

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