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Financial Advisor   

$3MM AUM | $25,000 GDC in Frisco, TX

Member Level
Premier
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Frisco, TX, US
12 Month Gross Revenue
$25,000
Number of Accounts
15
Avg Client Age
50

Overview

Experienced estate planning and asset protection attorney that has established an RIA (within past 2 years) and added wealth management services to help clients better protect and grow their wealth. 10 years of financial experience. Looking for firms/advisers wanting to sell a practice and have similar investment philosophies.

 
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