Overview

Multi-generational Financial Advisory Firm seeking to buy a practice in the San Antonio metropolitan area.
We are a relationship-focused firm that leads with planning and provides comprehensive investment services to our Clients.

Although we are most interested in buying a practice, we are also open to merging with the right candidate with the goal of helping him/her transition out over a year or two.

We would also welcome a conversation with a USAA Financial Planner seeking a transition to an independent advisory firm.

Market
Advisor/RIA
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...