Looking to purchase/marge/partner with advisor in TX

like
Posting as :
works at
You are currently posting as works at

OP - sorry for the delay but let me know how we can get in touch. Always open for a conversation and to meet new people in the area.

like

Where in TX?

You tell me.. I’m open

FYI: I’m a million dollar producer with a team

Where in TX?

I’m in Dallas. I’m just getting started individually so not sure that’s the type of advisor you’re looking to work with. I’m in a practice with my father who’s been in the biz for 20+ years and we’ve talked about being open to partnering with an advisor close-ish to retiring but not necessarily being purchased.

Appreciate your interest.. one of our team members is in the Dallas area.. we should chat and see if there’s a way we can work together.. if not, no worries, just a thought

Just asking how we can get in touch offline! In person, phone, etc.

Ok, let me get you some info

Related Posts

like

Time to buy the dip?

like

Hi All,
One of my friends has recently joined capgemini and has following doubts related to tax proof.
Can we edit the tax declarations in HGS portal every month any day?
Does Capgemini asks for rent agreement along with rent receipts as a part of tax proof submission?
Also which proofs needed for,
80c - elss lic
80d - insurance for senior citizen parents
80ccd1b - nps

Can i get some help activating my DMs? Will only send DMs on hustle culture (rise and grind baby) and little known investing tips that will make you a millionaire so it will be worth it. Cheers!

like

Anyone got the salary credited.

How much tax you paid... please also mention deduction u have used.

Let's make a list....will be usefull for all Amazonians

like

Normal to have "no appraisal contingency" and or "water conservation plumbing to be finished by the buyer if it is not completed by the seller when escrow ends" normal terms when buying a house?

like

Finance lawyers: will the recession actually increase our work? I’m wondering if more borrowers will seek to refi/restructure. Was corporate lending still a thing in 2008?

like

Anyone have a crypto kitty?

like

Hey, I am looking for an Angel investor to invest in our idea. Can someone help me to connect with the person.

like

Index fund or ETF? I cant determine which is more advantageous, just want to sit and hold similar to retirement accounts (already maxed out). Looking at VFINX vs. VOO. Advice is appreciated.

like

This might be the wrong place to ask but is getting a car worth it?

I think it’ll somewhat improve QOL but with parking, insurance, gas and financing costs I’m not sure spending almost 1K/month is a good idea at 22.

The other problem is that used cars are so damn expensive right now so I can’t just buy a used mx5 for 5-10K

like

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

like

I received my fnf from Accenture today. I don't know why 18k as 'other perquisite' is mentioned in income tax computation sheet?

like

For PwC fishes who left recently, how did you consolidate wealth builder into 401k within benefits express to avoid the 20% federal tax withholding that was described in the benefits package? I tried to do this online but it didn’t show as an option except to rollover to an existing IRA or take a final distribution. Do I need to call benefits express?

like

Angel investors : What returns do you expect when investing? Also what’s your range of investment?

like

Tough investing market out there!! What are some investment strategies to consider during these times?

like

150K in Singapore, and $150K in Chicago. Which one would you accept?

like

Company offers 200% match on the first 3% of 401k contributions, vested immediately. How is that relative to other firms?

like

Guys, what platform do you use to trade US stock?

like

What percentage of your income do you save, invest and spend?

like

More Posts

FIRE newbie here. Is it possible to reach FIRE with a special needs kid? Has someone done it? Are there any alternatives to fund therapies beside insurance?

like

All these weddings are blowing my mind and budget. I've had 5 weddings so far this year with several more to go by EoY. On top of that I've been asked to be in a lot of them which adds additional time commitment and cost. The cost of a bachelor party + shitty men's warehouse suit rental + travel and airbnb for the weekend + couple hundred bucks for wedding gift means I'm blowing tons of money for these weddings but I feel bad to say no.

like

Anyone have any good realtors in the Greenville SC area who know the VA loan?

Been with D for 8 months. This is my 2nd job in 2.5 years but thinking of jumping ship with all the lay-offs in my area. Will I be seen as a job hopper? Really like it here don’t want to be laid off.

like

I firmly believe leadership makes the difference.

Not only, it highlins each one's value, but especially spreads this value among others.
I'm speaking about life, in a broad sense, which also include work life, but it is not limited to that.

Looking for any kind of suggestion to improve my leadership: books, experiences, attitudes, daily-routine, ...

Thank you!

like

I have joining in Tiger as Data Engineer next month in AwS, I have heard that they put in training for two months and ask to take some certification, can someone please provide info what kind of test or certification is expected....?? Has anyone given such test??

YoEx - 6
Tech - Bigdata

like
like

In today's scenario what is the average pay for a senior software developer with yoe 6-8?? (Do not include companies like maang and similar companies). I want to know if I am in average salary slab or not. TIA.

Hi folks,
I am working as a Business Analyst with 3.5 YOE and in total 4.9 YOE. I am getting 6.7CTC which felt totally low. If I switch then how much I can expect as a market standard currently. Thanks

like

Anyone else just absolutely despise Kryterion and their service reps? They are so rude and I just can’t stand it

likefunny

Hi folks,
Please reply me if you are working in
Capgemini , Talwade or have a good knowledge about the nearby area like bus stops, how to get to pune station, where to live. I have to see where to find accommodation accordingly.

PS: I don't have my own vehicle and totally relying on buses trains metros

like

We stay until 8 or 9 everyday and then at the end of every week my manager tells me to book only 40 hours. It sucks ass and now I have to explain to my counselor why my utilization is so pedestrian...

like

Have you ever taken a job you know you will hate because you needed the money right away? I have a family to take care of. I don't want to be plowing through our savings for selfish reasons like my mindframe at work, but I don't want to make our lives worse by being miserable. It's a matter of really ruining some of our financial future if we don't get money soon.

like

Any recs for a casual men’s shoe that’s pretty versatile to wear to work when dressing down or just to wear on a night out?

Does PWC dubai offer mobile phone as an IT asset to senior associates?

like

Is there another appraisal cycle sometime in November for PwC AC Bangalore ?PwC Pwc AC

like

I am in a tech IC position. One of friends switched to FAANG by converting the profile to consultant profile. The friend who might have less tech knowledge than me is now in FAANG and earning more. If the end goal would be that the friend might one day be a product manager and me an engineering manager taking instructions from the same friend, isn't consultant profile an easier path to growth. I had been practising DSA for years and the competition is only ever growing.

Wanted to highlight Prudential Financial’s hiring practices. They rescinded my offer once I attempted to negotiate the salary. The official reason given was that I didn’t “sound excited enough”.
They then admittedly gave the offer to someone who was less qualified. There were other red flags throughout the job offer process that the HR team should overall be ashamed of.

like

Hello Everyone!
Hope you all are doing great.
Can you please guide me how to prepare for @Google's interview?
Role: Administrative Business Partner

like

Additional Posts in Succession Planning: Buy/Sell Practice

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

Selling structured book of autocalls

like

Anything for sale anywhere in the continental US let me know.

funnylike
like

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

like

Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

like

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Anyone in SE Louisiana looking to sell a book of business?

like

Looking to buy a book in Virginia. Let me know if any opportunities please.

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

like

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

like

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Does anyone know a basic rule of thumb to value and agency not just a book?

Anyone looking for a junior partner in Kansas City area?

like

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

like

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Looking to buy a book in Colorado if anyone knows of anyone

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal