Overview

I am a comprehensive advisor looking to purchase books of business from retiring advisors looking to make sure their customers are taken care of. Our main office is in Southlake, TX, with satellite offices in Cedar Hill, Denton, Waco, Wichita Falls, and Amarillo, TX. We have a great loyal client base. I have been in business over 10 years. We help our clients with retirement planning and asset management through indexed annuities, managed accounts held at TD Ameritrade, 401k management, as well as fee based planning and/or hourly consulting.

I have funds available, and am ready to buy.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

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