$1.3B AUM | $6.6MM Rev in
San Antonio, TX
Hybrid Model with LPL as B/D and Strategic Financial Concepts as RIA. Looking to grow/acquire in the Texas / Oklahoma / Louisiana footprint where we currently have young advisors that could potentially be a solution for succession planning. Looking for Advisors that would like to be part of an established local RIA, to support and assist with growing their practice. Currently offer TDAmeritrade/Schwab and SEI on trading platform as well as inhouse money management.
We understand every practice is as unique as the Advisor.
A Firm founded on 5 F's: Faith - Family - Finance - Fitness & Fun