Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
275 days old
General
Location
Eastvale, CA, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
# of Accounts
250
Avg Client Age
45
Overview

I am a Merrill Lynch / Bank of America financial advisor who currently work in a branch. I do not own a book of business that is transferable. I have a total of 13 years experience in financial services and have industry designations such as ChFC, CLU, RICP, CLTC and also a MBA.

I am looking to join a Sr FA or RIA to work within the practice with existing clients. My long term goal would be to have equity in the practice with an opportunity for succession at some point.

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