Overview

I am part of a team with Prudential Advisors I am looking to increase my revenue and client base by buying a successful business. My firm will provide the financial backing or can do seller financing. I have 23 years of financial planning and wealth management experience. We are located in the Roseville/Granite Bay area.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...