Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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