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Financial Advisor   

$160MM AUM | $700,000 GDC in O'Fallon, MO

Member Level
Basic
Last Activity
2 weeks

Business Mix:

80% Comm
20% Fee

General

Location
O'Fallon, MO, US
12 Month Gross Revenue
$700,000
Number of Accounts
6,000
Avg Client Age
48

Overview

PURCHASE OR MERGE WITH SUCCESSFUL LOCAL RIA-
THAT ARE WANTING TO TAKE MAIN HEADACHES OF CONFORMING TO DOA NEW REGUALATIONBS

 
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