Market
RIA
Member Level
Chalice
Last Activity
this week
General
Location
Destin, FL, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$300,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
600
Avg Client Age
60
Overview

Previously Managing Director and Senior Portfolio Manager for Wells Fargo Advisors in St. Louis. Now an SEC Registered Investment Adviser for private clients, a sub-adviser to other RIAs, TAMPs, Banks and Broker Dealers. Currently our portfolios are on various platforms including Schwab Marketplace, TD Investment Center, Orion Communities, Sawtooth, SMArtX, Finiat and approved for Raymond James.

In my past life with major wirehouses, I have assisted advisors increase AUM through webinars and seminars. We also provide advisors valuation tools for equities, ETF's and Mutual Funds. If you are interested in increasing your managed AUM, please contact me.

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