$18MM AUM | $70,000 GDC in Saint Louis, MO

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Succession
Location
Saint Louis, MO, US
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
175
Avg Client Age
55
Overview

Certified Financial Planner with six years of experience working with an experienced independent firm in Des Peres, MO. We provide comprehensive financial plans and investment advisory services to our clients, as well as life, health, disability, and long-term care insurance. I'm searching for an advisor exiting the business who would like to sell their book of business through either a succession plan or direct sale.

Please reach out if you're interested in discussing further.

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