Overview

Currently, we are looking to bring advisor(s) into our firm. Much of our practice uses managed money platforms to invest across asset classes and utilize different management styles. We also encourage our team to members to incorporate their faith into their financial management styles. So if building a financial practice surrounding your faith is important to you then please reach out to us. We have clients in TX, AZ, FL, LA, CA, MI, CO, & NV. so we are open to bringing on advisor(s) in those states.

If you are looking to sell, find a successor, or look at opportunities to merge, then I'd like the opportunity to talk.

Serious inquiries only please.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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