Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Angelo, TX, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
250
Avg Client Age
50
Overview

Experienced and established independent wealth manager with financing in place looking to grow my book of business via acquisition. I am an independent agent who runs his own company and I stress making my clients feel like a part of my family.

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