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Financial Advisor

$85MM AUM | $400,000 GDC in Katy, TX

Member Level
Premier
Last Activity
within 2 months

Business Mix:

25% Comm
75% Fee

General

Location
Katy, TX, US
12 Month Gross Revenue
$400,000
Number of Accounts
150
Avg Client Age
50

Overview

Looking to add another producing advisor in my practice who is energetic and looking to grow their practice. They can continue to run their book and/or we could run some joint clients as well. Let's have a conversation to see if we would be a good fit.

 

Has Office Space to Share in Katy, TX

Have an extra, furnished, office for an advisor who is looking to either come run his own practice or join mine to use.

You must sign up or to discuss details.

 
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