Overview

Looking for an RIA to sell/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. Have a unique solo practice that is very profitable and attractive for a larger firm to buy and merge into their brand and could be their Austin's lead.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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