$40MM AUM | $220,000 GDC in Fort Worth, TX

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Compatibility
Location
Fort Worth, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$220,000.00
# of Accounts
100
Avg Client Age
60
Overview

I have been in the business for over 20 years. I hold various licenses including a series 24. I am looking to expand in Central Texas. I have a well established practice. I am affiliated with LPL and a private RIA. I have licensed support staff. I take pride in doing the right thing for my clients. I am flexible on the timing of a purchase. I have the ability to move on a purchase without the need for outside financing.

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