$100MM AUM | $940,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Dallas, TX, US
Fee 0% Commission 100%
$940,000
Gross Revenue
460
# of Accounts
59
Avg Client Age
Overview

My practice focuses on families and individuals who appreciate someone with an investment focus, a family-values focus and good personal contact. I am 57 and intend to work 15 or more years as an advisor. I do mostly discretionary investment-objective oriented portfolios including individual stocks, ETFs, mutual funds and annuities.

I am licensed 17 years and have 3 of the CFP classes completed and endeavoring to complete more.

Plus I have a strong trust relationship with my clients. I'm married 34 years with 4 children and 2 grandchildren.

Extended Profile Information

Loading...