Join or Login for Access

SL advisors Listing
Financial Advisor   

$100MM AUM | $2MM GDC in Chelmsford, MA

Member Level
Premier
Last Activity
within 3 months

Business Mix:

15% Comm
85% Fee

General

Location
Chelmsford, MA, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
250
Avg Client Age
62

Overview

We are a full service financial planning and investment firm. We have CFP's and CPA professionals licensed and looking to grow our book of business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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