Overview

Investment Advisor Rep at RIA looking for Continuity / Succession opportunity. Series 7/ 66 & California Insurance licensed CFP wants to find a senior advisor with a practice focused on comprehensive wealth management who wants to retire in the next 5-10 years .

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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