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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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