$475MM AUM | $3.7MM GDC in Chesterfield, MO

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Chesterfield, MO, US
Fee 0% Commission 100%
Gross Revenue
$3,700,000.00
# of Accounts
3,000
Avg Client Age
56
Overview

Our team is in a great position to help transitioning advisors. We are an experienced, credentialed and energetic team. In the five transitions that we've helped with, client satisfaction has been high and retention has been over 98%. We are looking for additional opportunities as we continue to expand our team. As a company, Ameriprise continues to expand its product availability in order to be compatible with other companies. The list below represents some of the product lines we are able to offer and/or service.

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