Overview

Looking to grow existing practice with my business partner who has 20 plus years of experience. Located in Del Mar and Santa Maria with a satellite office in Florida. All of our CRM in done through a custom built Salesforce so integration with other firms in a smooth process.

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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Insurance Business

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CRM Systems

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Resources
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