Join or Login for Access

SL advisors Listing
Financial Advisor

$35MM AUM | $800,000 GDC in Indianapolis, IN

Member Level
Basic
Last Activity
within 2 months

Business Mix:

3% Comm
97% Fee

General

Location
Indianapolis, IN, US
12 Month Gross Revenue
$800,000
Number of Accounts
80
Avg Client Age
45

Overview

Wealth Management Advisor that uses planning to derive the clients allocations and investments. I use

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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