Overview

I am a new Financial Adviser located in Fort Worth Texas. I have past experience in managing a Branch in FW for a fortune 500 financial service firm. My current FINRA licenses are Series 7, 63, 66, 9/10 and Texas Insurance. I am looking to buy an established advisory practice that is located in the DFW area. I have 9 years in the Financial service industry and last managed a branch with 6 financial consultant who had book sizes of 300-400 House holds each.

I am looking for an Advisory practice with 40-100 clients and AUM of $100 mm.

Last Activity
within 3 months

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