Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
576 days old
General
Location
Houston, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$800,000.00
# of Accounts
300
Avg Client Age
68
Overview

We are looking to partner with the right CFP/CFA candidate who would like to champion the business development of new clients from our CPA office located in Houston or Seattle, or other desired locations across the country.

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