Join or Login for Access

SL advisors Listing
Financial Advisor   

$6MM AUM | $81,000 GDC in Edmond, OK

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Edmond, OK, US
12 Month Gross Revenue
$81,000
Number of Accounts
31
Avg Client Age
50

Overview

I'm an advisor at an independent RIA firm located in Edmond, Oklahoma. I am looking to expand my practice through merging or acquiring a book of business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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