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Financial Advisor   

$30MM AUM | $130,000 GDC in Columbia, MO

Member Level
Basic
Last Activity
this month

Business Mix:

60% Comm
40% Fee

General

Location
Columbia, MO, US
12 Month Gross Revenue
$130,000
Number of Accounts
350
Avg Client Age
55

Overview

I am currently a younger bank channel advisor and CERTIFIED FINANCIAL PLANNER t. My bank has expressed interest in purchasing an existing practice and I am also interested in hearing about succession opportunities for me to come on as a junior advisor.

 
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