Overview

I am an independent financial advisor looking to purchase a practice ranging from $10 million +. I have been in the industry for over 27 years and have moved to Texas within the last 2 years. My firm is Crux Wealth Advisors. We are the largest independent group within Raymond James Financial Service. I am seasoned professional with experience as both an an advisor and also a regional sales director for two top money management firms. We have a large line of credit that gives us the ability to purchase any practice, or facilitate an advisor interested in joining a larger firm with vast resources.

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