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Financial Advisor   

$500MM AUM | $408,000 GDC in Saint Louis, MO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Saint Louis, MO, US
12 Month Gross Revenue
$408,000
Number of Accounts
230
Avg Client Age
60

Overview

I have had a practice that focusses on comprehensive wealth management and financial planning for 20 year. I have successfully merged 3 other small books of business with my own and am looking to more clients that would be a good fit for my practice. I have been with LPL since 2003. I manage over $50 million with roughly 50 families. I have 2 staff members and have just added a junior planner. Thank you, Carlo

 
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