$35MM AUM | $300,000 GDC in Corpus Christi, TX

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Corpus Christi, TX, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
65
Overview

I offer comprehensive planning and wealth management. I started in 2004 with UBS (licensed in 2005) and have been with my current broker-dealer since January of 2006.

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