Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
546 days old
General
Location
Roseville, CA, US
Profile Type
Join A Practice
Business Type
Registered Investment Advisor
AUM
$2,000,000.00
Avg Client Age
55
Overview

Looking to join the right firm. I already have the Series 66 and AIF designation. Currently studying for the CFP. I have been in the industry since 2012 and have done high level planning exclusively for the past 4 years and have become very efficient. Building AUM as we speak and open to conversations within the industry. Let's chat to see if we're a good fit for each other.

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