Overview

I am rejoining the financial advisory business after 16 years away. As I am 44 years old, I want to buy or become a junior advisor in an existing RIA where the principal wants to retire in the next 4 years. The cities I am interested in are Folsom, El Dorado Hills or Roseville California.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...