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.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...