Overview

We are interested in merging or buying smaller RIA's in Texas and throughout the southern US. We do fee based financial planning, money management, and have a unique alternative investment product that is very popular with our clients.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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