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Financial Advisor   

$45MM AUM | $180,000 GDC in Frisco, TX

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Last Activity
this week

Business Mix:

20% Comm
80% Fee


Frisco, TX, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I have a practice focused within the education marketplace. I am looking to grow my practice, find others that want to join or find potential sellers. I have twenty years of experience within the industry and am looking to continue within the field. Please feel free to reach out to me. It's always good to meet people in the field.

I recently had a successful transaction due to this site. I was able to purchase a practice from a retiring advisor.


Looking for Office Space in Frisco, TX

I am looking to buy/merge into a practice. Also open to joining a practice.

Contact to discuss details
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