Top Bank Advisors by Return-on-Assets
Published February 24, 2014 4:12 PM
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Updated July 12, 2016 2:53 PM
1 Min Read
Top Bank Advisors by Return-on-Assets
We recently ran our signature BIC Top 50 and, as a new online feature, we also ran The Next 50. Those rankings were based on our own algorithm of six different variables. Here, we take a new look at all 100 bank advisors and list the top 25 based solely on their ratio of 2013 production per average AUM (which we calculated as a simple average of the end-of-year numbers for the current and previous year.)
The numbers after their names show where they ranked on our original lists.
<b>25. Jason Chad Holt (32)</b>
Bank: F&M Bank
TPM: LPL Financial
1.08%
2013 production: $1.2 million
2012 production: $982,000
2013 AUM: $124 million
2012 AUM: $95 million
Fee-based business: 22%
<b>24. Ray Beloin (12)</b>
Bank: Webster Bank
TPM: LPL Financial
1.09%
2013 production: $1.6 million
2012 production: $1.2 million
2013 AUM: $157 million
2012 AUM: $143 million
Fee-based business: 37%
<b>23. Joel Worsfold (22)</b>
Bank: Wells Fargo
TPM: None
1.10%
2013 production: $2.5 million
2012 production: $2.2 million
2013 AUM: $253 million
2012 AUM: $206 million
Fee-based business: 93%
<b>22. Mike Stevens (56)</b>
Bank: Wells Fargo
TPM: N/A
1.12%
2013 production: $1.5 million
2012 production: $955,000
2013 AUM: $143 million
2012 AUM: $125 million
Fee-business: 23%
<b>21. Mario Fratto (31)</b>
Bank: Citibank
TPM: None
1.20%
2013 production: $1.5 million
2012 production: $1 million
2013 AUM: $130 million
2012 AUM: $120 million
Fee-based business: 20%
<b>20. Todd Dathe (37)</b>
Bank: First Bank & Trust
TPM: Raymond James
1.22%
2013 production: $746,000
2012 production: $499,000
2013 AUM: $70 million
2012 AUM: $53 million
Fee-based business: 59%
<b>19. Gregory Brown (41)</b>
Bank: Happy State Bank
TPM: LPL Financial
1.25%
2013 production: $821,000
2012 production: $220,000
2013 AUM: $73 million
2012 AUM: $58 million
Fee-based business: 0%
<b>18. Malik Khaliq (20)</b>
Bank: Wells Fargo
TPM: None
1.28%
2013 production: $2.6 million
2012 production: $2.1 million
2013 AUM: $215 million
2012 AUM: $190 million
Fee-based business: 90%
<b>17. Joshua Mitchell (77)</b>
Bank: PNC
TPM: none
1.29%
2013 production: $535,000
2012 production: $385,000
2013 AUM: $54 million
2012 AUM: $29 million
Fee-business: 42%
<b>16. Craven Green (95)</b>
Bank: Extraco Bank
TPM: Raymond James
1.29%
2013 production: $987,000
2012 production: $807,000
2013 AUM: $80 million
2012 AUM: $73 million
Fee-business: 98%
<b>15. Mark Oechler (17)</b>
Bank: Johnson Bank
TPM: Invest Financial
1.30%
2013 production: $1.2 million
2012 production: $1 million
2013 AUM: $171 million
2012 AUM: $160 million
Fee-based business: 5%
<b>14. Kevin McDermott (5)</b>
Bank: Citadel Credit Union
TPM: CUSO Financial
1.30%
2013 production: $1.7 million
2012 production: $1.3 million
2013 AUM: $143 million
2012 AUM: $118 million
Fee-based business: 60%
<b>13. Brian Mullins (78)</b>
Bank: ORNL Federal Credit Union
TPM: Invest Financial
1.32%
2013 production: $672,000
2012 production: $115,000
2013 AUM: $55 million
2012 AUM: $46 million
Fee-business: 4%
<b>12. Charles Gualano (42)</b>
Bank: Trustmark National Bank
TPM: LPL Financial
1.33%
2013 production: $1.5 million
2012 production: $909,000
2013 AUM: $113 million
2012 AUM: $113 million
Fee-based business: 28%
<b>11. Jose Cruz (15)</b>
Bank: International Bank of Commerce
TPM: LPL Financial
1.39%
2013 production: $1.3 million
2012 production: $707,040
2013 AUM: $115 million
2012 AUM: $77 million
Fee-based business: 0%
<b>10. Harold Harris III (60)</b>
Bank: Trustmark National Bank
TPM: LPL Financial
1.44%
2013 production: $1.2 million
2012 production: $894,000
2013 AUM: $88 million
2012 AUM: $78 million
Fee-business: 0%
<b>9. John (Jay) Burkett (45)</b>
Bank: United Community Banks
TPM: Invest Financial
1.49%
2013 production: $885,000
2012 production: $570,000
2013 AUM: $66 million
2012 AUM: $53 million
Fee-based business: 3%
<b>8. Susan Welo (27)</b>
Bank: First State Bank of North Dakota
TPM: Securities America
1.67%
2013 production: $1.2 million
2012 production: $675,000
2013 AUM: $78 million
2012 AUM: $65 million
Fee-based business: 0%
<b>7. Caleb Kennedy (43)</b>
Bank: Space Coast Credit Union
TPM: LPL Financial
1.73%
2013 production: $949,000
2012 production: $506,000
2013 AUM: $60 million
2012 AUM: $49 million
Fee-based business: 1%
<b>6. Fernando Montemayor (2)</b>
Bank: International Bank of Commerce
TPM: LPL Financial
1.93%
2013 production: $1.8 million
2012 production: $731,000
2013 AUM: $120 million
2012 AUM: $67 million
Fee-based business: 0%
<b>5. David Jones (28)</b>
Bank: Lake City Bank
TPM: Cetera Financial
2.06%
2013 production: $1.9 million
2012 production: $1.3 million
2013 AUM: $100 million
2012 AUM: $90 million
Fee-based business: 0%
<b>4. Bryan Pecherek (53)</b>
Bank: Merck Sharp and Dohme Federal
TPM: Invest Financial Corp.
2.14%
2013 Production: $578,000
2012 Production: $188,000
2013 AUM: $35 million
2012 AUM: $19 million
Fee-business: 19%
<b>3. Doug Leonzi (9)</b>
Bank: National Penn Bank
TPM: Cetera Financial
2.29%
2013 production: $1.6 million
2012 production: $857,000
2013 AUM: $78 million
2012 AUM: $58 million
tFee-based business: 48%
<b>2. Ronda Arnett (16)</b>
Bank: Columbia State Bank
TPM: Cetera Financial
2.79%
2013 production: $1.3 million
2012 production: $700,000
2013 AUM: $53 million
2012 AUM: $37 million
Fee-based business: 40%
<b>1. Eden DeMar (18)</b>
Bank: Citibank
TPM: None
2.90%
2013 production: $3.6 million
2012 production: $2.9 million
2013 AUM: $133 million
2012 AUM: $115 million
Fee-based business: 14%
