Overview

I have been in practice for 35 years and am looking to continue to grow my business.
Primarily mutual funds, annuities, retirement plans and UITs. I am a Certified Financial Planner and Accredited Investment Fiduciary. I have a great support staff of 4 that are licensed and have over 40 years of combined experience. I am looking at expanding to the Central Coast area. I have several clients in the Pismo, Cayucos and Morro Bay area. I would like to open an office or purchase an existing one.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,217 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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CRM Systems

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