Join or Login for Access

SL advisors Listing
Financial Advisor   

$13MM AUM | $80,000 GDC in Cleveland, OH

Member Level
Basic
Last Activity
today

Business Mix:

80% Comm
20% Fee

General

Location
Cleveland, OH, US
12 Month Gross Revenue
$80,000
Number of Accounts
100
Avg Client Age
55

Overview

I'm a certified financial planner looking to expand my fee-based book of business. Our clients receive comprehensive financial planning in addition to investment management services. Our revenues are 35% annuities, 25% tax planning and preparation, 20% fee-based, 20% commissions

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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