Overview

Dynamic Austin area fee-based RIA ready to grow (NOT merge). Looking for retiring advisor(s) that want to feel comfortable that they are leaving their clients to a very experienced, highly ethical advisor. I've been in the investment business for 29 years, and plan continuing my current business another fifteen years if not longer. Must be a solid, fee-based book. I do have an insurance license but not looking for annuity assets unless a throw in. TDAmeritrade custodian a huge plus. Thank you!


Last Activity
6 months or more

Business Data

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