Overview

Seeking to enter into a mutually beneficial relationship with the right Advisor and/or Registered Representative in the Orange County/Los Angeles areas. Prefer to work with someone who is retiring but willing to discuss with anyone looking to sell. At 38 years of age, I hold the position of Branch Manager with a reputable Independent Broker Dealer/Registered Investment Advisor in OC. Maintain about 4M AUM, seeking business with 5-15M AUM.

Last Activity
6 months or more

Business Data

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