Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
623 days old
General
Location
Lubbock, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$178,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
300
Avg Client Age
55
Overview

My practice is 30 years young and includes a mix of individual stock and bonds, ETFs, mutual funds and cash. We are valuation and expected return driven and often alter our asset allocation based on these factors. I hope to use Succession Link to view other similar firms in our extended marketplace for either purchase and/or combinations.

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