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SL advisors Listing
Financial Advisor   

$8MM AUM | $85,000 GDC in Brookfield, WI

Member Level
Basic
Last Activity
within 3 months

Business Mix:

25% Comm
75% Fee

General

Location
Brookfield, WI, US
12 Month Gross Revenue
$85,000
Number of Accounts
95
Avg Client Age
60

Overview

An education first independent advisor group considering expansion through the purchase of a practice.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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