$13MM AUM | $126,000 GDC in St Louis, MO

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
Listing Age
560 days old
General
Listing Type
Merge | Succession | Continuity
Location
St Louis, MO, US
Fee 0% Commission 100%
Gross Revenue
$126,000.00
# of Accounts
151
Avg Client Age
64
Overview

I am a Senior Advisor that is looking for a younger advisor to work along side of me in my practice now and help me manage the practice in the coming years. The younger Advisor will be mentored by me now to help them grow their business and help me in my business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...