Join or Login for Access

SL advisors Listing
Financial Advisor

$80MM AUM | $700,000 GDC in Plano, TX

Member Level
Basic
Last Activity
within 3 months

Business Mix:

50% Comm
50% Fee

General

Location
Plano, TX, US
12 Month Gross Revenue
$700,000
Number of Accounts
300
Avg Client Age
55

Overview

I am interested in acquisition/merger opportunities with older reps leaving the business. We have successfully acquired three practices in 2016 and are interested in additional opportunities.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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