Overview

I am a registered rep with LPL Financial.

I have my CFP®.

I conduct comprehensive financial planning for my clients.

I have my series 6, 63, 65 and 7 and my CA Life and Health.

I'm looking to expand my practice and impact by purchasing practices, mostly through a percentage of fees going forward purchase.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,205 days old

Business Data

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