$14MM AUM | $200,000 GDC in Manchester, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Manchester, MO, US
Profile Type
Merge | Join A Practice | Buyer | Find Successor
Fee 0% Commission 100%
AUM
$14,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
45
Overview

After 23 years in corporate and being bought out due to acquisition, pursued my main interest of providing financial advice as a FA. Obtained licenses and built book of business at EJ for approximately 3 years then went independent with Cutter & Co. Business consists of 90% fee based; however, hold Series 7 and 66, insurance licenses. Solicit with another RIA in many capacities and looking to find an advisor that has a smaller book of business that is looking for a succession strategy.

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