Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Round Rock, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$260,000.00
# of Accounts
140
Avg Client Age
68
Overview

I provide comprehensive retirement planning services to those in and near to retirement, including asset management using tactical analysis, fixed index annuities, life and long-term care insurance. Ideally, I would like to: 1) make a reciprocal succession plan agreement, 2) buy a small practice; 3) merge with another practice. A technical analysis practitioner is a core quality.

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