$42,000 AUM | $400,000 GDC in Fort Worth, TX

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Fort Worth, TX, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# of Accounts
220
Avg Client Age
57
Overview

Fee based hybrid RIA. hold both securities licenses and do fee planning and wealth management

Extended Profile Information

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