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SL advisors Listing
Financial Advisor   

Listing in Thousand Oaks, CA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Thousand Oaks, CA, US

Overview

20 years of investment industry experience including private client advising, institutional client service, equity analysis and mutual fund portfolio management. Evaluating options for starting my own firm. Would like to partner with someone looking to retire and wants to create a succession plan.

 
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