Join or Login for Access

SL advisors Listing
Financial Advisor   

$4MM AUM | $20,000 GDC in Winter Park, CO

Member Level
Basic
Last Activity
this month

Business Mix:

100% Comm
0% Fee

General

Location
Winter Park, CO, US
12 Month Gross Revenue
$20,000
Number of Accounts
15
Avg Client Age
55

Overview

Seeking to merge a small practice and join another firm in the Boulder area with continued oversight of merged accounts and have an opportunity to manage and grow clients for another firm as a team member. Extensive business experience in sales and business development, started with a national broker in 2009 as a captive advisor and currently operating as and independent advisor. Licensed in CO, CA, FL, CT series 7 and 63 as well as life and annuity.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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