Join or Login for Access

SL advisors Listing
Financial Advisor   

$40MM AUM | $300,000 GDC in Dallas, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$300,000
Number of Accounts
30
Avg Client Age
45

Overview

Looking to buy a book of AUM or life insurance. Would like to start small.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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