Overview

I operate a Single rep office, offering traditional brokerage products and some Advisory and insurance services , along with retirement planning. Focus is on individuals and small business owners. Focus is on providing risk preference matched investments to individuals at a reasonable price, and helping them to prepare for various goals, most often retirement. My mission statement is "Growing retirement income."

I am seeking to potentially merge with other advisers for cost sharing, office coverage and continuity. I am also interested in acquiring the assets / clients of existing practices with similar objectives, and possibly bringing in other financial professionals to assist with operating a continuing business. I am not interested (for now) in locations that are located further than one hour's drive of my current location, and prefer that any acquired book of business be located within the state of Texas.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...