Join or Login for Access

SL advisors Listing
Financial Advisor   

$30MM AUM | $200,000 GDC in Raleigh, NC

Member Level
Premier
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Raleigh, NC, US
12 Month Gross Revenue
$200,000
Number of Accounts
100
Avg Client Age
55

Overview

We are primarily a fee based firm looking to grow thru acquisition. Our focus is on service, not sales, and the average age of our advisors is in the low 40's which provides comfort to our clients that we won't be retiring soon.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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