Overview

We have a well established firm with a stellar compliance and client success record. I have personally completed buyouts and assist advisors in evaluating, purchasing, and structuring their succession plan. Our firm has great cash flow, established systems and processes, access to lines of credit, and has the human capital to effectively scaled across Texas. We have been involved in M&A for Financial Advisors for the past 6 years and have offices in Corpus Christi, Laredo, McAllen, San Antonio, Houston, and Austin. We are looking to continue finding good 'fits' both culturally and ideologically that are a win across the board for advisors and clients alike.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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