$40MM AUM | $200 GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
410 days old
General
Location
Dallas, TX, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$40.00
Gross Revenue
$200.00
# of Accounts
113
Avg Client Age
50
Overview

Solo CFP practitioner 30 years registered series 7. I offer financial planning and investment management to help people plan and grow investments and manage income during retirement. I have a part time assistant and we work through Red Tail to complete tasks needed for clients.
Looking for preferably women mid 40's to join my all women's practice and service my women and family clients.
Conservative outlook, do the right thing for the clients, enjoy the business of putting the pieces together when planning for our clients.

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