Join or Login for Access

SL advisors Listing
Financial Advisor

$70MM AUM | $315,000 GDC in Bartlesville, OK

Member Level
Premier
Last Activity
within 3 months

Business Mix:

48% Comm
52% Fee

General

Location
Bartlesville, OK, US
12 Month Gross Revenue
$315,000
Number of Accounts
500
Avg Client Age
60

Overview

Manage a balance practice of both transactional and fee based relationships.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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