Join or Login for Access

SL advisors Listing
Financial Advisor

$17MM AUM | $100,000 GDC in South Daytona Beach, FL

Member Level
Basic
Last Activity
today

Business Mix:

95% Comm
5% Fee

General

Location
South Daytona Beach, FL, US
12 Month Gross Revenue
$100,000
Number of Accounts
400
Avg Client Age
55

Overview

Mostly annuities, mutual funds, REits, UIT's and some equities and some life insurance. Mostly commission based.
5 years from retiring looking for successor to join current BD.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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