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Financial Advisor   

$110MM AUM | $500,000 GDC in Dallas, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

75% Comm
25% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$500,000
Number of Accounts
1,500
Avg Client Age
45

Overview

Interested in potentially acquiring a small practice or entertain the possibility of merging a broker/s into the B/D and RIA to which we are affiliated. After 5 years co-managing and growing an established book, I personally have no equity in my current relationship / practice and although satisfied with most aspects of my current responsibility I would entertain the idea of affiliating with a different organization IF all the right pieces were in place. That option would be a very far reaching possibility.

 
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