Overview

31 year old profitable independent fiduciary Fee-only practice looking to grow, both locally in Bryan/College Station and new office in Austin but through out the state of Texas. Looking to merge or buy fee only or primarily fee based business than can be converted to fee only. Retirement focused practices with financial planning/wealth management the major thrust of the fiduciary practice is a must. No insurance practices need apply.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...