Overview

Looking to find an RIA or other IAR's that I could merge with .
New client acquisition could double if I had others to work with. The business is still growing and I intend to keep growing the business. I have a very good client acquisition process that allows me to obtain as many new clients per year as I can handle.

My practice is based on doing a financial plan for all clients.

A firm in the Southwest is preferred .

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,209 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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