Listing in N/A, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
N/A, TX, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Avg Client Age
30
Overview

I have 9 years of experience in the financial services industry and I am looking to settle down with my own investment advisory business. I am looking to either buy a small business and grow it or a succession option. I love working with clients and building strong relationships so I'm looking for a fee-only business that is client-focused and not just focused on acquiring AUM.

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