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SL advisors Listing
Financial Advisor   

$15MM AUM | $150,000 GDC in West Palm Beach, FL

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
West Palm Beach, FL, US
12 Month Gross Revenue
$150,000
Number of Accounts
25
Avg Client Age
55

Overview

Looking to merge, acquire, or provide succession to an existing practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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Financing Resources
Acquisition Guidance
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