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SL advisors Listing
Financial Advisor   

$15MM AUM | $500,000 GDC in Smithtown, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
Smithtown, NY, US
12 Month Gross Revenue
$500,000
Number of Accounts
300
Avg Client Age
60

Overview

hybrid advisors
fee based and commission.

insurance licensed

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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