My RIA is registered in CA and TX. October 2018 I will be moving my family to Dallas/Plano area. Looking for practices to purchase or merge to facilitate a succession plan for seller.
My custodian is Charles Schwab. I appointed with a dozen insurance companies. I do not have a Series 7. Fixed Insurance products only. I use eMoney, Riskalyze and WealthBox for CRM
I do not actively solicit Alternative Investments. Clients holdings are legacy assets from previous firm.
Started as an advisor in 2001 with BD then went independent in 2015.