Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
271 days old
General
Location
Fort Worth, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10.00
Gross Revenue
$330,000.00
# of Accounts
2,000
Avg Client Age
40
Overview

10 years in the business with the same firm, age 34. MBA from Texas A&M, currently working towards CFP designation in 2020. Looking to buy practices to grow my business, I clear through LPL Financial and would prefer to purchase a BOB from same. Shifting towards 80% fee-based, but am a comprehensive planner, doing wealth management, life, disability, LTC, insurance, retirement income planning. Forming a group within my current firm, to add margin for additional business. Currently partnered with one other advisor and one FT assistant.

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