Join or Login for Access

SL advisors Listing
Financial Advisor   

$25MM AUM | $220,000 GDC in Charlotte, NC

Member Level
Premier
Last Activity
this week

Business Mix:

65% Comm
35% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$220,000
Number of Accounts
120
Avg Client Age
60

Overview

My practice is consists of advisory, securities, and insurance. New clients consist primarily of high net worth individuals. I am not here to sell products, but rather to tailor a plan to an individual client's needs.

 

Has Office Space to Share in Charlotte, NC

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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