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Financial Advisor

$90MM AUM | $640,000 GDC in Houston, TX

Member Level
Premier
Last Activity
within 2 months

Business Mix:

35% Comm
65% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$640,000
Number of Accounts
200
Avg Client Age
62

Overview

I am 40 years old and have been in the business for 18 years. I manage approximately $100,000,000 mostly in fee/managed accounts. I enjoy managing money primarily and build and design all my clients portfolios myself. I have a CFP on staff to help with planning issues and to balance out my practice. I work hard, have access to capital and have experience in acquiring practices.

 
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