Overview

Small Boutique firm in West Plano. One Advisor and 2 support staff. In addition to a AUM book of business, also operate a small CPA tax practice, Mortgage Brokerage and Life Insurance & Indexed Annuities operation.

Market
Advisor/RIA
Last Activity
this week
Listing Age
76 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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