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Financial Advisor   

$95MM AUM | $450,000 GDC in Jefferson City, MO

Member Level
Basic
Last Activity
within 2 months

Business Mix:

75% Comm
25% Fee

General

Location
Jefferson City, MO, US
12 Month Gross Revenue
$450,000
Number of Accounts
1,300
Avg Client Age
55

Overview

I am currently in a partnership and am looking to grow our practice through an acquisition. We have successfully made several acquisitions in the past with very low attrition rates. We have been very successful in maintaining acquired clients through a system of frequent personal touches. By being on this site, I am trying to find practices within a 300 mile radius of our location with a desire to sell.

 
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