Overview

I'm looking to acquire practices or partner with an advisor looking to begin a succession plan. I started my career working for one of the largest RIA's and after gaining experience in a multitude of areas, went independent in 2019. I'm in a fantastic position to acquire or partner because I've built my business to scale and be able to focus on priority #1, clients.

At this time, I'm focusing on opportunities within Orange County.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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