Overview

We are a full service FINRA Broker Dealer, Registered Investment Advisor, and Texas General Lines Insurance Agency. We have representatives in California, Nevada, Texas and Florida. We are interested in acquisitions that would broaden our footprint in these locations.

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more

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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