Join or Login for Access

SL advisors Listing
Financial Advisor   

$50MM AUM | GDC in Newport News, VA

Member Level
Last Activity

Business Mix:

40% Comm
60% Fee


Newport News, VA, US
Number of Accounts
Avg Client Age


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 our practice and acquisitions are a part of that. 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. Our advisors have a spotless record.
We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen and are prepared to work with any location.
We are looking for serious minded advisors that are interested in moving forward. Please field any questions through this site so we can begin the conversation. Discretion is most assured.

Extended Profile Information

Peer to Peer

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