Overview

We are a boutique Financial Advisory Firm based in Irvine, CA that helps clients persevere wealth and sustain family legacies. Our firm is looking to acquire practice(s) of local Financial Advisors who would like to sell their business and retire in the next 1-3 years. The ideal candidate has successfully built a feed based book of business, is fully registered with FINRA and State Insurance License and is in good standing.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...