Join or Login for Access

SL advisors Listing
Financial Advisor   

$80MM AUM | $500,000 GDC in Farmington, CT

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Farmington, CT, US
12 Month Gross Revenue
$500,000
Number of Accounts
300
Avg Client Age
55

Overview

Beautiful Class A office space in Farmington right by the highway. We are not looking to take over rides or compliance fees. Just have extra office space and want to grow with someone who sees our values. We are both CFPs in the business for 7 years and under 30. We would welcome to become a successor as well as a place for a wirehouse breakaway.

We are also looking to acquire the right book as well.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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