Join or Login for Access

SL advisors Listing
Financial Advisor   

$125MM AUM | $1MM GDC in Birmingham, AL

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Birmingham, AL, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
250
Avg Client Age
62

Overview

Help advisors successfully transition to a true fiduciary fee only platform

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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