Overview

Established in 2004, We are both an insurance shop and own a RIA Total assets under management are approximatly $30 million AUM and $120 million in annuities. We have three advisors, w/ CFP, CPA and ChFC and 6 staff members. Our primary location is in Frisco with sub offices in Richardson, Grapevine/Southlake, Arlington, and Ft. Worth

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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