Join or Login for Access

SL advisors Listing
Financial Advisor   

$40MM AUM | $300,000 GDC in Houston, TX

Member Level
Basic
Last Activity
within 3 months

Business Mix:

20% Comm
80% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$300,000
Number of Accounts
100
Avg Client Age
51

Overview

I want to purchase practices for myself and my office. Ameriprise has a very active program to do so where they write the check for the purchase on behalf of the advisors.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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