Join or Login for Access

SL advisors Listing
Financial Advisor

$2.5MM AUM | $4,450 GDC in North Reading, MA

Member Level
Premier
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
North Reading, MA, US
12 Month Gross Revenue
$4,450
Number of Accounts
30
Avg Client Age
35

Overview

I serve as a Family Office Service provider by being the link between a client and respective Adviser. Personally, I handle clients' life insurance, and investment business.

 

Has Office Space to Share in North Reading, MA

Open space to add three advisers, plus one currently open desk

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