Market
RIA
Member Level
Basic
Last Activity
this week
Profile Age
194 days old
General
Location
Amarillo, TX, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$30,000,000.00
Gross Revenue
$385,000.00
# of Accounts
150
Avg Client Age
59
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.

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