VSR Financial Services Inc.

A subsidiary of Cetera Financial Group

8620 W. 110th St.

Overland Park, KS 66210

(800) 800-3177

joinvsr.com

Year founded: 1985

Year end: December 31

No. of retail offices: 228

All 2013-2011 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Retail accounts
  • Advisory accounts
  • Other types of accounts
  • Other types of accounts (specified)

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2014 2013 2012
No. of reps274280
No. of producing reps262260
No. of reps producing $100K-$499K /year162166

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2014 2013 2012
Total revenues$107,297,059$98,135,764
Commission revenues$56,965,881$55,812,050
Fee revenues$43,849,514$36,679,613
Total revenues: Other$6,481,664$5,644,101
2014 2013 2012
Total account assets$11,615,541,527$10,115,349,407
Fee-based assets$8,603,935,283$7,803,160,400
Total account assets: Other$3,011,606,244$2,312,189,007
Average assets per rep$42,392,487$36,126,248
2014 2013 2012
Excess net capital$1,814,596$1,984,573
Total operating expenses$15,687,056$95,797,714
Pre-tax earnings$2,765,209$2,338,051
Number of active client accounts85,00085,000
CEOJames M. Stanfield
Allows advisers to use social media
Social media sites allowed
Dedicated mobile application for advisers?
Primary purpose of mobile application
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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