Overview

A comprehensive financial planning firm managing more than $350m. Staff of 5. Been in practice since 1994. Looking to purchase additional practices in Dallas and Lubbock. Experienced user of Emoney.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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