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Financial Advisor   

$45MM AUM | $400,000 GDC in Lake St Louis, MO

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Lake St Louis, MO, US
12 Month Gross Revenue
$400,000
Number of Accounts
90
Avg Client Age
55

Overview

I have a wealth management practice with three advisors. I am looking to purchase another practice. Have a lot of capacity to grow and service clients. Utilize a very disciplined financial planning and customer service model. Was recently voted by my clients as one of the top wealth advisors in St Louis by the St Louis Business Journal.

 
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