Join or Login for Access

SL advisors Listing
Financial Advisor   

$27MM AUM | $150,000 GDC in Limerick, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Limerick, PA, US
12 Month Gross Revenue
$150,000
Number of Accounts
250
Avg Client Age
51

Overview

I'm a CFP professional and I run a growing financial planning practice. I'm open to helping other advisors looking for a successor. My current business structure and growth capacity put me in a good position to purchase a practice or help with a retirement transition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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