Overview

I am a 22 veteran of the financial services industry with an eye on transitioning out of wholesaling and into wealth management. I recently took and passed my CFP exam in July of 2018. Would like to team with an advisor who is anticipating retiring/selling in next 3-5 years. Extensive experience in mutual funds, annuities, and structured products. Well established in Houston community. Married for 13 years with 10 year old daughter attending private school. Member of local club for social, fitness, and tennis. 45 years old.

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Advisor/RIA
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this month

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