Overview

I manage my clients through planning strategies that meet their goals. I have a junior advisor in my office and wish to continue to add advisors. I have no problem buying out or merging with other brokers. I clear through LPL. My office is in Fredericksburg, but I have clients all over Texas. I am looking to open a second location as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,399 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...