Market
IBD
Member Level
Chalice
Last Activity
this month
Profile Age
305 days old
General
Location
Austin, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,500,000.00
Gross Revenue
$15,000.00
12 month EBITDA
$24,000.00
# of Advisors
1
Years in Business
13
Ownership Structure
LLC
Allow Independent RIA
No
Overview

I'm looking to purchase a book of business in the next year. based in Texas, but willing to look outside the state. At this time, I run a 100% commission business.

My investments include mutual funds (American Funds, Fidelity, Oppenheimer, Vanguard, Voya, Transamerica, Timothy Plan, Putnam, and Pioneer), annuities (Fixed, VA through Jackson, Transamerica, and Sammons), life insurance (AIG), and estate planning (Estate Docs Pro)

My CRM that I use is Redtail to maintain my clients.

I'm located in Austin, Texas and a USAF Veteran.

Clearing Firm / Custodian

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