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.