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

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Katy, TX, US
Fee 0% Commission 100%
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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...