Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Dallas, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$700,000.00
# of Accounts
65
Avg Client Age
60
Overview

We are a holistic wealth and financial planning practice with supervisory/OSJ duties and CFP designation. Majority advisory business. We are looking to potentially acquire a book of business in the DFW area, preferably with LPL, but willing to look at other opportunities.

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