Overview

looking for practices in Houston & Austin areas. Looking for a practice w recurring revenue & the seller to stay on 1-2 yrs to help w the transition, get to know the clients & minimize attrition. Have capital to put down, but wld like for both parties to have skin in the game. I wld be willing to change broker dealers if the practice is right & the broker dealer can accommodate my needs to run my current practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
May 10, 2016

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