Join or Login for Access

SL advisors Listing
Financial Advisor   

$40MM AUM | $300,000 GDC in Sherman Oaks, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Sherman Oaks, CA, US
12 Month Gross Revenue
$300,000
Number of Accounts
200
Avg Client Age
65

Overview

I've been in the business for 23 years. My clients are like my family. My clients work with me because they trust me and feel comfortable with me. It's not uncommon for my clients to hug me after we review their accounts. Looking to meet an advisor that wants to retire and find a comfortable, safe place for their practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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