Overview

I am the OSJ of a firm in Angleton, Texas. I have been in practice for 26 years, and personally manage about $110 million. The remainder to the practice is split between 5 younger advisors that I brought into the business. We have all been working as a group for at least 15years. I have three assistants who have all been with me for at least 18 years. I am looking to buy a book or merge with other practices in the Houston area.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
954 days old

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