Join or Login for Access

SL advisors Listing
Financial Advisor   

$7MM AUM | $102,000 GDC in Knoxville, TN

Member Level
Basic
Last Activity
within 2 months

Business Mix:

10% Comm
90% Fee

General

Location
Knoxville, TN, US
12 Month Gross Revenue
$102,000
Number of Accounts
55
Avg Client Age
35

Overview

I would like to purchase a book of business to help a departing advisor, who's thinking about the retirement and trying to find the right successor to protect and preserve his/her legacy and take care of his/her clients. I have a decade of industry experience. and I'm holding the CFP, RICP, and CDFA designations. I welcome inquiries from local as well as nearby states.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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