Overview

We are looking to expand our brand in Amarillo and Lubbock Texas. We are interested in fee based assets. In Lubbock we want a seasoned advisor that still wants to stay in the business. We spend heavily on marketing and can help an advisor grow his business or sell his book and retire.
We do seminar marketing that focuses on financial planning and income planning.

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
552 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...