Overview

Seeking to purchase a practice with my business partner who has 17 years of experience with high-net-worth clients and holds his securities license and principal license. I have been licensed since graduating college for 14 years. I hold my series 7,66, and general lines. I have no client disclosures or disputes on BrokerCheck. I joined LPL in December of 2020 and currently manage $40,000,000. Looking for the right Advisor who has a 1-4 succession plan to make it a smooth transition for their clients. My practice is based out of Dallas, Texas.

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