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Financial Advisor   

$10MM AUM | $350,000 GDC in Kansas City, MO

Member Level
Premier
Last Activity
this week

Business Mix:

95% Comm
5% Fee

General

Location
Kansas City, MO, US
12 Month Gross Revenue
$350,000
Number 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.

 

Has Office Space to Share in Kansas City, MO

I have available room for multiple supporting staff or other advisors.

Contact to discuss details
 
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