Join or Login for Access

SL advisors Listing
Financial Advisor   

$65MM AUM | $450,000 GDC in Grand Rapids, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Grand Rapids, MI, US
12 Month Gross Revenue
$450,000
Number of Accounts
850
Avg Client Age
55

Overview

I am a financial planner that has evolved into an asset gatherer and asset manager.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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