Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
687 days old
General
Location
Las Cruces, NM, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$435,000.00
# of Accounts
159
Avg Client Age
62
Overview

If you are looking for a firm that can deliver a high personal touch to your clients and a competitive exit strategy arrangement for you, please consider us. We believe knowing every client and their family personally, their values, goals, and dreams, to offer financial solutions tailored to their unique needs. Our services include brokerage, advisory, financial planning, and tax preparation. Our independent office leverages technology in all aspects of our office, client deliverable's, and regulatory requirements.

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