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Financial Advisor   

$10MM AUM | $100,000 GDC in San Antonio, TX

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
San Antonio, TX, US
12 Month Gross Revenue
$100,000
Number of Accounts
25
Avg Client Age
60

Overview

I currently am an institutional advisor looking to move into the RIA sector. I have been in the financial services business since 1997 working as a financial advisor, trader and an institutional advisor. Ideally I would like to do this by purchasing a current business.

 
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