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Financial Advisor   

$15MM AUM | $150,000 GDC in New Orleans, LA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

25% Comm
75% Fee

General

Location
New Orleans, LA, US
12 Month Gross Revenue
$150,000
Number of Accounts
50
Avg Client Age
60

Overview

I'd like to expand my business either through direct acquisition of or merging with existing firms in the LA/MS area.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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