Overview

Advisor listing - $12m practice in Long Beach. I have extensive experience in wealth advising, with a focus
on business owners. I was a previous hybrid broker where I handled both institutional accounts as well as
retail accounts. I plan on working another 12-15 years and am in need to rebuild. I'd be interested in either
buying a partial or whole book of business, or if the right situation presented itself with a more established
firm, a merger would be considered. I'm currently over 80% fee based with broad investment and business experience and clear through LPL Financial. Please respond to ___

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