Overview

100% TRANPARANT FEE * Process-Driven Holistic Planning-Based Practice
In-house Individual Stock / Call-Writing Discretionary Portfolio Management as well as Outside Money Managers.

Ideal incoming associate would be one who wishes to receive lucrative upfront compensation, will work towards transitioning existing book to receive additional bonuses and desire a very generous succession plan as they exit the business in approximately 1 to 3 years after transition is complete.

We are ONLY interested in advisors wishing to have 100% confidence that their clients will feel well cared for as they exit the business while maximizing a succession plan…

Central and Southern California Preferred

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...