Overview

Trained and supervised 300 independent advisors across the country through home office. Looking to branch out and acquire my own office in the DFW area. Bring a small book, but will be hitting the ground running to expand the business footprint immediately. Bring nearly 16 years of industry experience.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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