Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Tyler, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$225,000.00
# of Accounts
150
Avg Client Age
55
Overview

I am a sole proprietor of an independent financial advisory firm. I have been in business for 15 + years. My main clientele comes from middle class working people that are mainly teachers, public servants (police fire etc. ) and union members. My specialty is income planning for, in, and through retirement.

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