Join or Login for Access

SL advisors Listing
Financial Advisor

$300MM AUM | $4MM GDC in Norwalk, CT

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Norwalk, CT, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
1,500
Avg Client Age
50

Overview

I put together succession plans for FAs.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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