Join or Login for Access

SL advisors Listing
Financial Advisor   

$51MM AUM | $375,000 GDC in York, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

55% Comm
45% Fee

General

Location
York, PA, US
12 Month Gross Revenue
$375,000
Number of Accounts
300
Avg Client Age
59

Overview

Independent Fill service wealth services firm powered by financial ___ have traditionally been a fee and commission firm, but have tilted to fee since 2013...Registered rep and IAR with Cambridge.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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