Join or Login for Access

SL advisors Listing
Financial Advisor   

$7MM AUM | $55,000 GDC in State College, PA

Member Level
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee


State College, PA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


In our business, family comes first. I've worked with my grandfather and aunts for the last few years and we always express how important family is during our meetings. We make sure the clients know what they are investing in and that their best interest always comes first.

I'm looking to expand my business in Central/Eastern Pennsylvania and I believe having gone through a succession plan before that I am equipped to help other financial professionals transition into retirement easier, all while knowing that their clients are in good hands.

Extended Profile Information

Peer to Peer

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