Overview

I am part of a hybrid RIA with LPL as our broker dealer. We have locations in San Diego, Las Vegas, Scottsdale, Albuquerque, Palm Springs and Walnut Creek. I am personally looking to grow my practice through the acquisition of a practice (or practices,) but I am also have growth/recruiting responsibilities as an owner of the firm and we are interested in buying practices or merging practices into our RIA in all of the areas listed plus others in the US. We are a $1.75 billion dollar firm in growth mode.


Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...