Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Dallas, 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
75
Avg Client Age
55
Overview

CERTIFIED FINANCIAL PLANNER™
AUM model with an emphasis on financial planning

Hoping to grow by acquisition or merge to become a successor.

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