Profile in Rocklin, CA

Market
RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
373 days old
General
Location
Rocklin, CA, US
Profile Type
Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Avg Client Age
55
Overview

Looking to assist the right firm as a para-planner. Ideally part time and remotely. I already have the Series 66 and will sit for the CFP in November 2019. I have been in the industry since 2012 and have done high level planning exclusively for the past 3 years and have become very efficient. I currently use Right Capital and Wealth Trace, but I am willing to train for free on MGP, eMoney, or whatever software you prefer. Let's chat to see if we're a good fit for each other.

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