Overview

My team is a successful wealth management and financial planning team, focused on advanced planning and investment advisory solutions. We joined our firm from the independent channel, and would love to find a next-gen advisor to enhance our service model as we continue to grow. Any transition is possible, assuming your have a clean U-4 and a desire to be creative in the way you approach your business. Our branch office is located in Phoenix, Arizona but our senior partner works remotely from San Diego, California and it is our wish to have a SoCal office. If you love your current location, that could be part of the deal as well!

Market
Advisor/RIA
Member Level
Plus
Last Activity
2 weeks
Listing Age
178 days old

Business Data

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Third Party Money Managers

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Mutual Funds

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