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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Kansas City, MO, US
Fee 0% Commission 100%
$350,000
Gross Revenue
714
# of Accounts
46
Avg Client Age
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
 
Extended Profile Information

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