Overview

Sera Capital is a father and son investment management team. We have experience working with people who want to keep their securities and insurance licenses while we act as their RIA. We have a succession plan in place and we are looking to grow. Our goal is to find firms and advisors that are transitioning towards retirement.

For more information go to http://___ or call Carlos at (___-___-____.

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Advisor/RIA
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within 2 months

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