Join or Login for Access

SL advisors Listing
Financial Advisor   

$5MM AUM | $50,000 GDC in Ft Lauderdale, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Ft Lauderdale, FL, US
12 Month Gross Revenue
$50,000
Number of Accounts
50
Avg Client Age
50

Overview

RIA with hybrid model transitioning to fee only looking for opportunities to leverage years of experience developing client relationships growing firm scale to bring brand awareness to forefront

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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