Join or Login for Access

SL advisors Listing
Financial Advisor   

$30MM AUM | $175,000 GDC in New Richmond, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
New Richmond, WI, US
12 Month Gross Revenue
$175,000
Number of Accounts
350
Avg Client Age
55

Overview

I service 350 accounts. I am looking to partner with a person that has been in financial services business for 10+ years.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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