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Financial Advisor   

$38MM AUM | $520,000 GDC in Austin, TX

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$520,000
Number of Accounts
250
Avg Client Age
50

Overview

Looking for an RIA to merge into that custodies at TD AMTD or SCHWAB and wants a presence in Texas (Austin-Central Texas). Would want the RIA firm to be focused on Financial Planning.

 
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