Join or Login for Access

SL advisors Listing
Financial Advisor

$7.5MM AUM | $65,000 GDC in Seattle, WA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Seattle, WA, US
12 Month Gross Revenue
$65,000
Number of Accounts
150
Avg Client Age
51

Overview

Current business is Approx 70% advisory and I have about 10 years to retirement. Seeking to find merger with the right partner and grow the business using synergies to position for greater value for succession at retirement.

 

Looking for Office Space in Seattle, WA

Current business is Approx 70% advisory and I have about 10 years to retirement. Seeking to find merger with the right partner and grow the business using synergies to position for greater value for succession at retirement.

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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