Overview

I have been an adviser since 1994. After joining the independent broker dealer channel in 2004, I could not be happier. My team and I currently manage around $130,000,000 which is comprised of about 300 households.

We are based in Woodland Hills California, have a 100% spotless record with FINRA and are looking to expand to our book of business.

My overall objective is to use the site to find a seller that is looking to retire over the next year or two.

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