Overview

We're looking to either purchase outright or merge with the intent to purchase, an existing practice in the San Diego vicinity. We have an established and successful firm and are looking towards the second half of our careers. Our office consists of two advisors, one of which is an estate planning attorney, two assistants and a paraplanner who's currently working towards his CFA designation.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...