Overview

Previously owned a BD/RIA in Southern California. Sold that firm and now starting a new RIA in which my wife and I are owners. We are currently recruiting reps to the firm but also are interested in purchasing books of business for personal production


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...