Overview

I am an emerging advisor with a small current book but looking to grow. My practice is focused on the investing side but I engage with my clients on a personal level to understand their goals and how their assets can help them achieve them. I have CIMA and CFP designations. I am looking for a practice in the Houston area that will get me a book of clients who can help jump start my practice and generate momentum. It must be a difficult decision to hand your clients off to another advisor and I want to be a trusted partner in that process.

Market
Advisor/RIA
Last Activity
2 weeks

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