Overview

I have been in business since 2007. I am with MML Investor Services as a financial advisor under their CRIA program. I have an efficient staff and a business that runs well as is, but I would like to add new clients into our practice. Looking to purchase several smaller books of business in the North Texas area.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...