Join or Login for Access

SL advisors Listing
Financial Advisor   

$70MM AUM | $600,000 GDC in San Mateo, CA

Member Level
Premier
Last Activity
this week

Business Mix:

100% Comm
0% Fee

General

Location
San Mateo, CA, US
12 Month Gross Revenue
$600,000
Number of Accounts
500
Avg Client Age
55

Overview

I am looking to purchase a local practice to grow my existing practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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