Join or Login for Access

SL advisors Listing
Financial Advisor

$30MM AUM | $210,000 GDC in Boise, ID

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Boise, ID, US
12 Month Gross Revenue
$210,000
Number of Accounts
150
Avg Client Age
56

Overview

I am a young advisor with a CFP designation and over 7 years of financial planning experience. With the advent of the DOL's fiduciary rule, I would welcome a discussion with any advisors looking for a continuity or succession plan for their practice. I would be willing to move my practice with the senior advisor so they are not forced to repaper their clients.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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