Overview

I am in the market to merge or purchase small to mid-size practices in Southern California, specifically Orange County. I have successfully purchased two practices since 2009. I'm an independent financial advisor working through a nationally recognized Broker/Dealer and RIA, serving clients in a fee-based model. Besides the firms proprietary performance reporting tool, I utilize eMoney, Riskalyze and Redtail in my practice. I manage the assets myself but am open to utilizing a TPMM as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
853 days old

Business Data

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