Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Jefferson City, MO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,600,000,000.00
Gross Revenue
$12,000,000.00
# of Accounts
20,000
Avg Client Age
57
Overview

We are a bank brokerage operation in Missouri and Tulsa. Our program has 2.6 billion in assets and generates 12 million in revenue from 37 financial advisors. We might be interested in buying a practice outright or merging a practice into our program.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...