Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bedford, TX, US
Profile Type
Find Successor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$72,000.00
# of Accounts
80
Avg Client Age
55
Overview

RIA is a Technical Financial Analyst with CMT designation.
Firm has real money model portfolio track record beginning 10/31/77.
The model portfolio utilizes no-load mutual funds, ETF's and preferred stocks.

Would like to merge my RIA with like minded RIA to create a succession plan.

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