Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Conroe, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$50,000.00
# of Accounts
13
Avg Client Age
41
Overview

I help people get into the lowest tax brackets possible while leaving their financial funds liquid and accessible to use when opportunities come up. I am looking to acquire a book of business to augment my own.

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