Overview

I'm a 15+ year experienced advisor who recently moved to LA from Newport Beach and I'm looking to expand my practice and scale via purchase of another advisor's book of business. I'm looking to buy out a mutual fund based, annuity and/or advisor based practices. I've completed a 15MM buyout a few years ago. I've upgrade my technology, added 2 junior advisors to help with scaling and added client segmentation and services.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,199 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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