Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,053 days old

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