Overview

I would like to purchase a practice in the Fort Worth / Dallas area. Proven track record of retaining next generational wealth. Sitting for the CFP exam this November and have a strong accounting background (potential CPA candidate). MBA with a specialized focus in accounting, BBA finance concentration


Last Activity
this month
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...