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Financial Advisor   

$750MM AUM | $3MM GDC in Dallas, TX

Member Level
Premier
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
2,000
Avg Client Age
50

Overview

We are a full-service RIA with in-house money management. We are looking for advisors to join us, practices to buy and asset managers.

 

Has Office Space to Share in Dallas, TX


We have offices available in Dallas, Denver and San Jose.

You must sign up or to discuss details.

 
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