Market
Office Space
Member Level
Chalice
Last Activity
this month
General
Location
Houston, TX, US
Profile Type
Office space available
Overview

Sovereign Wealth Advisors (clear through LPL)
Hybrid RIA with 20 advisors.
My background is 10 years with JP Morgan in the Private Bank, 10 years at Merrill and 4 with LPL. I am a CFP, CRPS and did my graduate work in Economics at Texas A&M.

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