Join or Login for Access

SL advisors Listing
Financial Advisor   

$50MM AUM | GDC in Newport News, VA

Member Level
Premier
Last Activity
today

Business Mix:

30% Comm
70% Fee

General

Location
Newport News, VA, US
Number of Accounts
100
Avg Client Age
58

Overview

Independent Registered Investment Advisor, specializing in Financial Planning!
looking to buy , merge, and help in the succession planning of other fee / commission based firms with the right cultural fit.

Our goal is to grow through acquisitions. We have numerous options for both commission, fee and hybrid operations. You can be at peace that your clients will feel you have their best interest at heart once you become acquainted with our total client centric operation. We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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