Join or Login for Access

SL advisors Listing
Financial Advisor   

$98MM AUM | $1MM GDC in Greenville, SC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Greenville, SC, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
300
Avg Client Age
55

Overview

Would like to purchase practices from those looking to transition their book to someone that will take care of their clients as they always have.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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