$5MM AUM | $150,000 GDC in Mansfield, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Mansfield, TX, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
5
Avg Client Age
60
Overview

Currently in a leadership role, but have 30 years + industry experience. Previously built, managed several large firms managing over $500 million in AUM. Comprehensive planning approach, retirement, business planning, asset management, insurance

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