Listing in Lafayette, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
370 days old
General
Compatibility
Location
Lafayette, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Overview

I have been in the Finance Industry for the past 15 years, dealing with Corporate Stock Options for Executives, Wealth Management, Education Planning, Financial Planning and creating and implementing customized Asset Allocations tailored to my clients needs. I just recently became an Investment Advisor Rep and am looking to either buy a book so I can grow my practice and establish strong, long term relationships or possibly partnering with an Advisor who is looking to retire in the coming years, of which I can help make his/her transition easier and smoother.

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