$120MM AUM | $600,000 GDC in Bohemia, NY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Location
Bohemia, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
15,000
Avg Client Age
70
Overview

I opened Barons Financial Strategies, Inc. on 12/12/1996. I have 900 clients with $120 million of which $60 million in fee based accounts. Now I have 2 licensed reps working with me on building their practices and mine. We have joint rep codes between Donna & I and Xavier and I. We've been looking for books that are commissioned based that we can convert to fee based. I've been a top producer with INVEST Financial, First Allied Securities and now American Portfolios Financial Services. I've also been the top Bank Producer for Putnam Funds in the banking division from 1992-1994, 3 years in a row. We do personal financial planning, long term care, estate and elder care planning. I personally am a RFC, an IAR through American Portfolios Advisors Inc. and have a life, health and annuity license. I still make house calls and see clients at night and on weekends. Xavier is a CFP and has been in the business since 1996. Donna has been in the business since 1990.

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