Overview

I currently have an insurance license and manage an annuity portfolio of approximately 14,000,000 in retirement assets. I also have my Series 65 with 5 million AUM. My business partner is also an experienced advisor, pre-qualified for financing with excellent credit. We'd like to purchase an existing AUM practice and grow it. I live in Dallas, TX and would prefer clients nearby. Would consider Oklahoma as well.

Last Activity
6 months or more

Business Data

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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