Overview

I wish to either purchase a practice or do a succession plan with a viable existing practice as well as I would consider joining forces with another successful RIA. I currently have 4 associate agents. Together we do over 20 million in annuity premium and life insurance premium a year down here in the Orange County area. I have an existing upscale office with 3,000 square feet which I share with a successful female estate planning attorney.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...