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SL advisors Listing
Financial Advisor   

$10MM AUM | $100,000 GDC in Seymour, CT

Member Level
Basic
Last Activity
this week
Listing Age
282 days old

Business Mix:

10% Comm
90% Fee

General

Location
Seymour, CT, US
12 Month Gross Revenue
$100,000
Number of Accounts
45
Avg Client Age
58

Overview

I have lengthy experience in: Business Development, client relationship management, financial planning, risk management. I am looking to join or purchase practice with like minded professionals: key being integrity, honesty, full disclosure.

 
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