$80MM AUM | $400 GDC in Kerrville, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Kerrville, TX, US
Fee 0% Commission 100%
Gross Revenue
$400
# of Accounts
1,000
Avg Client Age
55
Overview

Three Brokers here. Looking for BD relationship that will add benefit to our firm and maximize payout. We are in a town of about 22k but larger area and per capita networth high. Retirement community. Fee based business, some commission, 2 large retirement plans, and we do sizable amount of fixed business.

Extended Profile Information

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