$21MM AUM | $150,000 GDC in Emporia, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Emporia, KS, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
3,000
Avg Client Age
55
Overview

I have been in the industry for 14 years and have done everything from managing and recruiting to running my own practice. I currently help my clients with everything from insurance to investments. I'm currently looking to expand my practice and add another shop.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...