Overview

We have a growing practice in Carlsbad, lead by advisors in their 30s. We have two CFPs and a CWS, with internal portfolio management services. Ideally, we are looking for partnerships with advisors 3-10 years from retirement, that understand the advisory model will not only improve their client service and AUM growth, but also increase the value of their book at time of sale.


Last Activity
6 months or more

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