Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
558 days old
General
Location
Mexico, MO, US
Profile Type
Find Successor
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$225,000.00
# of Accounts
125
Avg Client Age
68
Overview

Seeking to merge with another firm for about 2 years before completely exiting business. Seeking to identify a successor in the next six months.

The ideal candidate has at least 10 years of experience. A CFP is preferred but not required, and the ideal candidate should be familiar with fee based accounts, mutual funds, stocks, and annuities. Seeking candidates within a 150 mile radius of Mexico, Missouri.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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