Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
234 days old
General
Location
Union, MO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$33,000.00
# of Accounts
35
Avg Client Age
55
Overview

I'm a financial advisor with 5 years experience in the industry. I currently hold a Series 7, Series 66, and Missouri Life Insurance Producer License. Right now, my practice is focused on managed money (85%) and mutual funds for smaller accounts (<$10,000). I'm affiliated with an independent broker/dealer.

My goal is to buy a retiring advisor's practice in St. Louis County, Missouri that is AUM based business model. Preferably purchase the practice from an advisor that is independent non-wirehouse that can stay on for 2 years during transition.

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