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Financial Advisor   

$137MM AUM | $515,000 GDC in Des Peres, MO

Member Level
Lite
Last Activity
this week

Business Mix:

65% Comm
35% Fee

General

Location
Des Peres, MO, US
12 Month Gross Revenue
$515,000
Number of Accounts
800
Avg Client Age
67

Overview

I am a producing branch manager. I recently started focusing on my personal production and have doubled my production over the last three years. I would be open to merging with another firm or acquiring if the terms were acceptable. I am in need of a junior rep, who would become my successor, to help me with my bottom $28,000,000 of my book. We clear through Cetera Advisors Network. My production has increased because of the tools they offer. I have several reps in my office that are interested in acquiring books of businesses but I do not. If you think there might be an opportunity please contact me and lets talk.

 
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