Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
671 days old
General
Location
Pearland, TX, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$170,000.00
# of Accounts
75
Avg Client Age
55
Overview

I am looking to transition into the Independant Financial Advisor space outside of the bank. I have been in retail banking for 12 years and have moved up from Personal Banker to Financial Advisor for the past 8 years. I would like to have the ability to offer more sophisticated investment options to clients outside of the typical major bank models.

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