Overview

I am an independent advisor with an independent firm whose base is in St. Louis and has offices in Texas, Arizona, Washington, and Tennessee. We are looking for customer-centric advisors who would like to merge, sell or looking for a succession plan and would like to take advantage of an independent platform that has excellent operational support so you can have more time to take care of your clients, grow your business or cut back towards retirement. The right advisor fits financial planning, wealth accumulation, estate, and tax planning into their practice. They value a family office style model that offers alternative investments.
Although operational support is there every step of the way for you, contract levels are still very competitive. Reach out and see how a teamwork model can help you grow your business or help you transition out.

Market
RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
697 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...