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Financial Advisor

$105MM AUM | $1.1MM GDC in Colleyville, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Colleyville, TX, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
400
Avg Client Age
60

Overview

Looking for acquisition opportunities

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging