Overview

RIA Firm specializing in 403b business. Clients in most major universities in Texas and Arkansas. Qualified plan ability but no large 401k plans. 22 yrs RIA; 20 years life insurance (but no longer sell,) including of that twenty years, the last 13 as Series 1 and 7. Switched over to total RIA 1995. Fidelity is custodian.

Last Activity
6 months or more

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