Join or Login for Access

SL advisors Listing
Financial Advisor   

$50MM AUM | $400,000 GDC in Charlotte, NC

Member Level
Basic
Last Activity
2 weeks

Business Mix:

80% Comm
20% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$400,000
Number of Accounts
1,000
Avg Client Age
58

Overview

Currently work on Sales Consulting Desk( Life Insurance/Annuities) at LPL ___ be inheriting Father's broker dealer and advisory firm that has annual recurring revenue of 400k. Looking at acquisition and merge opportunities in the very near future...2-4 years

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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