Looking to expand in the San Diego/Southern California region. We have 4 brokers in our downtown office and are looking to add additional brokers and/or practices. We have been in business for 50 years in San Diego and an independent clearing through Wedbush for the last 14 years. Our broker/dealer also allows us to clear through Pershing and NFS.
We offer anything from simple office space for your business all the way up to purchasing outright your practice. We are licensed for insurance, annuity, fee and commission based business and are open to all of them.