Join or Login for Access

SL advisors Listing
Financial Advisor

$65MM AUM | $600,000 GDC in Fairport, NY

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Fairport, NY, US
12 Month Gross Revenue
$600,000
Number of Accounts
250
Avg Client Age
60

Overview

We focus on comprehensive financial planning and are seeking to acquire the practice of advisors nearing retirement and looking for a succession plan.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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