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.


Last Activity
within 2 months
Listing Age
746 days old
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...