Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
539 days old
General
Location
San Antonio, TX, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1.00
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
45
Overview

Seeking transition from wholesale position, Institutional trader, experienced branch manager / OSJ, fixed income, alternative asset - RegD & Private, deal flow. Looking to join established practice interested in implementing succession strategy in 2-5 years. Commission or fee. Fully licensed securities principal, Life / health, P&C. San Antonio area, open to travel / relocation.

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