Join or Login for Access

SL advisors Listing
Financial Advisor   

$2MM AUM | $500 GDC in Windham, NH

Member Level
Basic
Last Activity
within 2 months

Business Mix:

100% Comm
0% Fee

General

Location
Windham, NH, US
12 Month Gross Revenue
$500
Number of Accounts
20
Avg Client Age
60

Overview

Currently in a senior management role at an IBD with over 25 years experience in financial services, 16 plus at current position and 10 plus with Fidelity. Considering moving into production and would like to partner with and or buy books of business.
Have cash to invest and will to put in the time to find the right opportunity.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging