$10MM AUM | $30,000 GDC in Houston, TX

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$30,000.00
# of Accounts
10
Avg Client Age
40
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.

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