Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Austin, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$14,000,000.00
Gross Revenue
$125,000.00
# of Accounts
130
Avg Client Age
50
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!

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