Join or Login for Access

SL advisors Listing
Financial Advisor   

$66MM AUM | $390,000 GDC in Chicago, IL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

2% Comm
98% Fee

General

Location
Chicago, IL, US
12 Month Gross Revenue
$390,000
Number of Accounts
150
Avg Client Age
55

Overview

I'm part of a team that has 20+ people on it. Currently doing $250k in production. I'm looking to buy and/or merge with other teams/practices that are interested in working with us at Merrill Lynch

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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