$7MM AUM | $100,000 GDC in Katy, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Katy, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$100,000.00
# of Accounts
100
Avg Client Age
50
Overview

Been in the business for 20+ years. Recently left Edward Jones and joined LPL. Looking at expanding business specifically in Katy. Have inroads to the School District, Chamber, Rotary and other networking organizations

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