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Financial Advisor   

$350MM AUM | $3.5MM GDC in San Antonio, TX

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
San Antonio, TX, US
12 Month Gross Revenue
$3,500,000
Number of Accounts
750
Avg Client Age
55

Overview

My team and I are looking for successful advisors that are looking to sell their practices to or merge with a group of dedicated individuals. Our team is driven by the desire to deliver high quality investment products, advice and service through a process driven model focused on goal based outcomes, ensuring consistency in the client experience.

 
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