I am an Independent Advisor and CFA with 28 years plus of investment experience working with the RIA firm NFA Wealth Advisors in San Antonio through the Round Rock TX office. I have small practice that focuses on a client centric and financial planning model to demonstrate value to my clients. As an independent fiduciary, I provide my services through several available broker dealer platforms such as LPL, TD Ameritrade and Schwab.
If an advisor is truly interested in succession planning that places his/hers client's interest above a only transaction, I am confident we can structure a plan that meets all expectations with flexibility. Our firms has complete over 30 similar transaction and the home staff provides me the ability to scale my practice as necessary.