Overview

I have two offices (California & Texas) and looking to merger/join another adviser to collaborate, form longer term success and share monthly office overhead expenses. I have 20 years of experience with a well-established book of business from advisory (fee based), traditional portfolios, some annuities and REIT allocations.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...