Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Dallas, TX, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$155,000,000.00
Gross Revenue
$1,300,000,000.00
# of Accounts
400
Avg Client Age
45
Overview

I am a Senior Market Director with US Capital Advisors. We are a Texas based company and presently the fastest growing broker dealer / RIA in Texas. My company is looking to acquire other firms and business practices. Please look at our website to see if you think we could be a good fit for your business.
I am also the senior partner in a large well established Comprehensive Wealth Mgt practice. We are both a fee based and financial planning based practice. We handle financial / investment planning, investment management, lending, insurance and estate planning solutions for our clientele. My practice is also looking to acquire other wealth management practices. Please let me know if you have any interest. Thank you. Charles Dix

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