Join or Login for Access

SL advisors Listing
Financial Advisor   

$46MM AUM | $454,000 GDC in Pittsburgh, PA

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$454,000
Number of Accounts
400
Avg Client Age
62

Overview

I am a 90% fee RIA with Charles Schwab with some commission based business thru JW Cole. I have built my practice thru the purchase of smaller independent advisors so i come with a wealth of experience and knowledge about transitioning a practice. Dedicated to my clients and their welfare and have locations in my native Pittsburgh, Delray Beach, Florida and California.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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