Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Kansas City, MO, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$350,000.00
# of Accounts
714
Avg Client Age
46
Overview

I have been in the financial services industry for 10 years, all with the same firm. The majority of my career has been spent acquiring clients that I feel are responsible, live within their means, and are willing to be helped. While I continue working with these individuals I am also looking to build relationships and acquire practices that are in need of a succession plan. I am very passionate about helping individuals create abundant lifestyles for themselves and their families. Please feel free to reach out to discuss my value proposition and how we may be able to mutually benefit from one another.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...