Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Frisco, TX, US
Profile Type
Join A Practice
Fee 0% Commission 100%
AUM
$470,000.00
Gross Revenue
$2,619.00
# of Accounts
10
Avg Client Age
40
Overview

I am a CFP(r) who currently works for a broker/dealer firm as a sales consultant to our top Advisors. I would like to transition to a practice ideally in north Dallas (Frisco, Plano, Allen, etc...) where I can be an ultimate succession plan. I currently have a few clients of my own and I'm building a small client base on the side.

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