Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Houston, TX, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$40,000.00
# of Accounts
14
Avg Client Age
45
Overview

I run a wealth management practice at Morgan Stanley. I focus on the Texas and Illinois markets. I focus on retirement, and educational planning. Also, I offer a tactical investment discretionary strategy.

I am look to grow my book by purchasing another that is aligned with my strategy.

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