Overview

Looking to merge or buy. Beautiful office in Orange and great reputation throughout Southern California. Mostly fee based, and we partner with Fidelity for the fee based business. Open to ideas regarding merging, taking on a partner, phase outs, or purchases. Hoping to find someone who is extremely ethical, motivated, and wanting to have ownership to carry on our legacy.

Market
Advisor/RIA
Last Activity
within 6 months

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