Join or Login for Access

SL advisors Listing
Financial Advisor

$130MM AUM | $1.1MM GDC in Visalia, CA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
Visalia, CA, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
210
Avg Client Age
65

Overview

Our Team is an established team willing to acquire a practice whose values and ethics are consistent with our own (focusing on Central and Southern California including southern coast line up to Santa Barbara/Morro Bay). This is an ideal opportunity for single advisors who are looking for a way to successfully transition to retirement and insure the best level of care and service to your clients will continue. We welcome the opportunity to meet and discuss how we might be a good fit. Our practice is predominantly fee-based and/or discretionary based on CFP planning.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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