Overview

Beginning the process to consider buying a smaller practice. My practice is smaller as well, with mainstream investments and primarily fee-based advisory accounts. Balance is mutual funds, UIT's and annuities; some insurance as well. Considering opportunities to buy a similar type practice. I'm an independent, dual-licensed advisor/IAR (LPL ___). Primarily interested in Southern California area as I am based here.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,387 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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