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SL advisors Listing
Financial Advisor   

$100MM AUM | $400,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

95% Comm
5% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$400,000
Number of Accounts
200
Avg Client Age
55

Overview

possible merge or buy a practice-particularly a 401k practice?

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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