Overview

Sole practitioner, highly focused on wholistic financial plans, looking to purchase a practice in DFW, Houston or Austin TX. Would also be interested in working with someone for a succession plan, or someone who plans to retire within the next five years. Female and diversity practices are of special interest.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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Resources
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