$30MM AUM | $250,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
125
Avg Client Age
55
Overview

Seasoned solo practitioner with a combined 20 years in insurance and investment industries. Principally interested in opportunities such as merging or aligning my practice with like-minded practice for purposes of continuity, growth, succession, and efficiencies.

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