Overview

Advisor Listing - $10 AUM Opportunity in Houston, TX

With over 9 years of experience, most of which is in the define contribution arena. I recently joined a comprehensive financial planning firm. Most of my current clients our 401(K) plans, and some C-suite executives. I am looking to acquire a descent size book of business in 2018 as I have the capacity to grow and service additional clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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