Join or Login for Access

SL advisors Listing
Financial Advisor   

$21MM AUM | $180,000 GDC in Seattle, WA

Member Level
Lite
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Seattle, WA, US
12 Month Gross Revenue
$180,000
Number of Accounts
100
Avg Client Age
50

Overview

I am a highly motivated CFP® looking to join RIA fee-only practice. I am in my 30s and would make a great successor for the right practice.

As a holistic financial planner, I always keep my clients' best interest in mind. I'm entrepreneurial, flexible, fast-learner, and looking to partner with another planner who truly cares about the well-being of his/her clients.

 

Looking for Office Space in Seattle, WA

Looking to joint a team of

Contact 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