Overview

Looking to purchase a practice in Central, TX. Open to long transition but prefer a 12 month month transition or less.
I have 15 years experience in investment and financial planning. Started my own practice with a a select group of client in January of 2018.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Member Since
March 14, 2014

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Insurance Business

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