Overview

I am re-entering financial services full time after retiring from active duty military. I took a 15 year break and maintained a small book of business while on active duty. I have been registered since 1995. Series 7,9,10,63,65. LA Health and Life, CFP. I am happy with my current agency but looking to purchase a small book of investment business to grow my practice either upfront or through a succession plan for an advisor who isn't quite ready to retire yet and wants his/her clients serviced.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
196 days old

Business Data

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Clearing Firm / Custodian

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