BIC Top 50 (Part 1)
Published December 2, 2013 4:27 PM
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Updated July 8, 2016 8:49 PM
1 Min Read
BIC Top 50 (Part 1)
Welcome to Bank Investment Consultants Top 50. Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.
The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue thats the way to build success so that is what we set out to illustrate with the BIC Top 50.
If you want to read the full story, you can see it here.
Today we show Nos. 26-50. Check back tomorrow for Nos. 1-25.
The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue thats the way to build success so that is what we set out to illustrate with the BIC Top 50.
If you want to read the full story, you can see it here.
Today we show Nos. 26-50. Check back tomorrow for Nos. 1-25.
<b>50. James Darryl Presley</b>
Bank: First Bank
TPM: Invest Financial
2013 production: $1.2 million
2012 production: $894,000
2013 AUM: $136 million
2012 AUM: $123 million
Fee-based business: 14%
Product mix: REITs, Property trust
TPM: Invest Financial
2013 production: $1.2 million
2012 production: $894,000
2013 AUM: $136 million
2012 AUM: $123 million
Fee-based business: 14%
Product mix: REITs, Property trust
<b>49. Craig Coopersmith</b>
Bank: SunTrust
TPM: none
2013 production: $866,000
2012 production: $634,000
2013 AUM: $100 million
2012 AUM: $84 million
Fee-based business: 34%
Product mix: Fee-based 40%, Annuities 40%, Mutual funds 20%
TPM: none
2013 production: $866,000
2012 production: $634,000
2013 AUM: $100 million
2012 AUM: $84 million
Fee-based business: 34%
Product mix: Fee-based 40%, Annuities 40%, Mutual funds 20%
<b>48. Robert Lee Leach</b>
Bank: Heritage Bank of the South
TPM: LPL Financial
2013 production: $1.7 million
2012 production: $1.5 million
2013 AUM: $207 million
2012 AUM: $186 million
Fee-based business: 10%
Product mix: Mutual funds 40%, Annuities 23%, Advisory 20%
TPM: LPL Financial
2013 production: $1.7 million
2012 production: $1.5 million
2013 AUM: $207 million
2012 AUM: $186 million
Fee-based business: 10%
Product mix: Mutual funds 40%, Annuities 23%, Advisory 20%
<b>47. Jeff Germain</b>
Bank: Wells Fargo
PM: None
2013 production: $2.2 million
2012 production: $1.7 million
2013 AUM: $705 million
2012 AUM: $546 million
Fee-based business: 87%
Product mix: Fee-based advisory 87%, trust services 8%, mutual funds 2%
PM: None
2013 production: $2.2 million
2012 production: $1.7 million
2013 AUM: $705 million
2012 AUM: $546 million
Fee-based business: 87%
Product mix: Fee-based advisory 87%, trust services 8%, mutual funds 2%
<b>46. Annette Martin</b>
Bank: Fulton Bank
TPM: Raymond James
2013 production: $1 million
2012 production: $841,000
2013 AUM: $119 million
2012 AUM: $104 million
Fee-based business: 46%
Product mix: Annuities 47%, fee-based accounts 46%, mutual funds 6%
TPM: Raymond James
2013 production: $1 million
2012 production: $841,000
2013 AUM: $119 million
2012 AUM: $104 million
Fee-based business: 46%
Product mix: Annuities 47%, fee-based accounts 46%, mutual funds 6%
<b>45. John (Jay) Burkett</b>
Bank: United Community Banks
TPM: Invest Financial
2013 production: $885,000
2012 production: $570,000
2013 AUM: $66 million
2012 AUM: $53 million
Fee-based business: 3%
Product mix: REITs 30%, income trusts 19%, private debt placements 13%
TPM: Invest Financial
2013 production: $885,000
2012 production: $570,000
2013 AUM: $66 million
2012 AUM: $53 million
Fee-based business: 3%
Product mix: REITs 30%, income trusts 19%, private debt placements 13%
<b>44. Scott Piggush</b>
Bank: HomeStar Bank
TPM: Raymond James
2013 production: $917,000
2012 production: $668,000
2013 AUM: $104 million
2012 AUM: $90 million
Fee-based business: 50%
Product mix: Fee-based accounts 50%, annuities 28%, mutual funds 18%
TPM: Raymond James
2013 production: $917,000
2012 production: $668,000
2013 AUM: $104 million
2012 AUM: $90 million
Fee-based business: 50%
Product mix: Fee-based accounts 50%, annuities 28%, mutual funds 18%
<b>43. Caleb Kennedy</b>
Bank: Space Coast Credit Union
TPM: LPL Financial
2013 production: $949,000
2012 production: $506,000
2013 AUM: $60 million
2012 AUM: $49 million
Fee-based business: 1%
Product mix: Variable annuities 70%, fixed annuities 20%, mutual funds 10%
TPM: LPL Financial
2013 production: $949,000
2012 production: $506,000
2013 AUM: $60 million
2012 AUM: $49 million
Fee-based business: 1%
Product mix: Variable annuities 70%, fixed annuities 20%, mutual funds 10%
<b>42. Charles Gualano</b>
Bank: Trustmark National Bank
TPM: LPL Financial
2013 production: $1.5 million
2012 production: $909,000
2013 AUM: $113 million
2012 AUM: $113 million
Fee-based business: 28%
Product mix: Variable annuities 31%, advisory accounts 30%, mutual funds 24%
TPM: LPL Financial
2013 production: $1.5 million
2012 production: $909,000
2013 AUM: $113 million
2012 AUM: $113 million
Fee-based business: 28%
Product mix: Variable annuities 31%, advisory accounts 30%, mutual funds 24%
<b>41. Gregory Brown</b>
Bank: Happy State Bank
TPM: LPL Financial
2013 production: $821,000
2012 production: $220,000
2013 AUM: $73 million
2012 AUM: $58 million
Fee-based business: 0%
Product mix: Mutual funds 30%, annuities 30%, alternatives 20%
TPM: LPL Financial
2013 production: $821,000
2012 production: $220,000
2013 AUM: $73 million
2012 AUM: $58 million
Fee-based business: 0%
Product mix: Mutual funds 30%, annuities 30%, alternatives 20%
<b>40. Joseph Nelson</b>
Bank: Wells Fargo
TPM:None
2013 production: $1.5 million
2012 production: $1.1 million
2013 AUM: $250 million
2012 AUM: $210 million
Fee-based business: 89%
Product mix: Mutual funds 35%, managed accounts 20%
TPM:None
2013 production: $1.5 million
2012 production: $1.1 million
2013 AUM: $250 million
2012 AUM: $210 million
Fee-based business: 89%
Product mix: Mutual funds 35%, managed accounts 20%
<b>39. Steven Sayegh</b>
Bank: New York Community Bank
TPM: LPL Financial
2013 production: $910,000
2012 production: $575,000
2013 AUM: $99 million
2012 AUM: $82 million
Fee-based business: 7%
Product mix: Mutual funds 42%, variable annuities 32%, fixed annuities 25%
TPM: LPL Financial
2013 production: $910,000
2012 production: $575,000
2013 AUM: $99 million
2012 AUM: $82 million
Fee-based business: 7%
Product mix: Mutual funds 42%, variable annuities 32%, fixed annuities 25%
<b>38. David Miller</b>
Bank: SunTrust
TPM: None
2013 production: $1.1 million
2012 production: $900,000
2013 AUM: $125 million
2012 AUM: $105 million
Fee-based business: 50%
Product mix: Managed fee-based 50%, annuities & insurance 20%, fixed income 15%
TPM: None
2013 production: $1.1 million
2012 production: $900,000
2013 AUM: $125 million
2012 AUM: $105 million
Fee-based business: 50%
Product mix: Managed fee-based 50%, annuities & insurance 20%, fixed income 15%
<b>37. Todd Dathe</b>
Bank: First Bank & Trust
TPM: Raymond James
2013 production: $746,000
2012 production: $499,000
2013 AUM: $70 million
2012 AUM: $53 million
Fee-based business: 59%
Product mix: Fee-based accounts 59%, annuities 32%, mutual funds 8%
TPM: Raymond James
2013 production: $746,000
2012 production: $499,000
2013 AUM: $70 million
2012 AUM: $53 million
Fee-based business: 59%
Product mix: Fee-based accounts 59%, annuities 32%, mutual funds 8%
<b>36. Garrett Stringer</b>
Bank: Wells Fargo
TPM: None
2013 production: $1.6 million
2012 production: $1.3 million
2013 AUM: $238 million
2012 AUM: $180 million
Fee-based business: 94%
Product mix: Mutual funds 65%, separate account 30%, variable annuities 5%
TPM: None
2013 production: $1.6 million
2012 production: $1.3 million
2013 AUM: $238 million
2012 AUM: $180 million
Fee-based business: 94%
Product mix: Mutual funds 65%, separate account 30%, variable annuities 5%
<b>35. Sha Malik</b>
Bank: PNC
TPM: None
2013 production: $1.1 million
2012 production: $737,000
2013 AUM: $120 million
2012 AUM: $110 million
Fee-based business: 60%
Product mix: Separately managed accounts 90%, fixed income 10%
TPM: None
2013 production: $1.1 million
2012 production: $737,000
2013 AUM: $120 million
2012 AUM: $110 million
Fee-based business: 60%
Product mix: Separately managed accounts 90%, fixed income 10%
<b>34. Shareen Beal-Thater</b>
Bank: Commerce Bank
TPM: None
2013 production: $900,000
2012 production: $650,000
2013 AUM: $280 million
2012 AUM: $200 million
Fee-based business: 2%
Product mix: Managed accounts 25%, variable annuities 25%, mutual funds 20%
TPM: None
2013 production: $900,000
2012 production: $650,000
2013 AUM: $280 million
2012 AUM: $200 million
Fee-based business: 2%
Product mix: Managed accounts 25%, variable annuities 25%, mutual funds 20%
<b>33. Ted Halseth</b>
Bank: Addison Avenue
TPM: Raymond James
2013 production: $764,000
2012 production: $222,000
2013 AUM: $83 million
2012 AUM: $65 million
Fee-based business: 30%
Product mix: Annuities 53%, fee-based accounts 30%, mutual funds 17%
TPM: Raymond James
2013 production: $764,000
2012 production: $222,000
2013 AUM: $83 million
2012 AUM: $65 million
Fee-based business: 30%
Product mix: Annuities 53%, fee-based accounts 30%, mutual funds 17%
<b>32. Jason Chad Holt</b>
Bank: F&M Bank
TPM: LPL Financial
2013 production: $1.2 million
2012 production: $982,000
2013 AUM: $124 million
2012 AUM: $95 million
Fee-based business: 22%
Product mix: Advisory 35%, mutual funds 30%, fixed income 20%
TPM: LPL Financial
2013 production: $1.2 million
2012 production: $982,000
2013 AUM: $124 million
2012 AUM: $95 million
Fee-based business: 22%
Product mix: Advisory 35%, mutual funds 30%, fixed income 20%
<b>31. Mario Fratto</b>
Bank: Citibank
TPM: None
2013 production: $1.5 million
2012 production: $1 million
2013 AUM: $130 million
2012 AUM: $120 million
Fee-based business: 20%
Product mix: Equities 35%, corporate and muni fixed income 25%, alternatives 20%
TPM: None
2013 production: $1.5 million
2012 production: $1 million
2013 AUM: $130 million
2012 AUM: $120 million
Fee-based business: 20%
Product mix: Equities 35%, corporate and muni fixed income 25%, alternatives 20%
<b>30. Brock Kidd</b>
Bank: Pinnacle Bank
TPM: Raymond James
2013 production: $1.2 million
2012 production: $1 million
2013 AUM: $184 million
2012 AUM: $146 million
Fee-based business: 55%
Product mix: Fee-based accounts 55%, mutual funds 28%, equities 13%
TPM: Raymond James
2013 production: $1.2 million
2012 production: $1 million
2013 AUM: $184 million
2012 AUM: $146 million
Fee-based business: 55%
Product mix: Fee-based accounts 55%, mutual funds 28%, equities 13%
<b>29. Brian Allsop</b>
Bank: Bank of Canton
TPM: Infinex Financial
2013 production: $1 million
2012 production: $709,000
2013 AUM: $160 million
2012 AUM: $135 million
Fee-based business: 62%
Product mix: Variable annuities 16%, REITs 9%, managed money 7%
TPM: Infinex Financial
2013 production: $1 million
2012 production: $709,000
2013 AUM: $160 million
2012 AUM: $135 million
Fee-based business: 62%
Product mix: Variable annuities 16%, REITs 9%, managed money 7%
<b>28. David John</b>
Bank: Lake City Bank
TPM: Cetera Financial
2013 production: $1.9 million
2012 production: $1.3 million
2013 AUM: $100 million
2012 AUM: $90 million
Fee-based business: 0%
Product mix: Variable annuities 60%, mutual funds/REITs 30%, fixed annuities 10%
TPM: Cetera Financial
2013 production: $1.9 million
2012 production: $1.3 million
2013 AUM: $100 million
2012 AUM: $90 million
Fee-based business: 0%
Product mix: Variable annuities 60%, mutual funds/REITs 30%, fixed annuities 10%
<b>27. Susan Welo</b>
Bank: First State Bank of North Dakota
TPM: Securities America
2013 production: $1.2 million
2012 production: $675,000
2013 AUM: $78 million
2012 AUM: $65 million
Fee-based business: 0%
Product mix: REITs 35%, annuities 35%, mutual funds 30%
TPM: Securities America
2013 production: $1.2 million
2012 production: $675,000
2013 AUM: $78 million
2012 AUM: $65 million
Fee-based business: 0%
Product mix: REITs 35%, annuities 35%, mutual funds 30%
<b>26. Stephen Scholler</b>
Bank: Wells Fargo
TPM: None
2013 production: $1.3 million
2012 production: $875,000
2013 AUM: $154 million
2012 AUM: $129 million
Fee-based business: 86%
Product mix: SMAs 29%, advisory managed 22%, mutual fund wrap programs 12%
TPM: None
2013 production: $1.3 million
2012 production: $875,000
2013 AUM: $154 million
2012 AUM: $129 million
Fee-based business: 86%
Product mix: SMAs 29%, advisory managed 22%, mutual fund wrap programs 12%
