Join or Login for Access

SL advisors Listing
Financial Advisor   

$25MM AUM | $200,000 GDC in Lexington, SC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Lexington, SC, US
12 Month Gross Revenue
$200,000
Number of Accounts
150
Avg Client Age
60

Overview

I work with Cornerstone Wealth. They are a RIA in Huntersville, NC. We have our own in house investment management team. We use LPL as broker/dealer and also use Schwab and Fidelity for Fee-based management. They have acquired several practices. But I am personally looking to buy small books in Columbia SC and Charlotte NC markets.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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