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SL advisors Listing
Financial Advisor   

$200 AUM | $150 GDC in Phoneix, AZ

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

Business Mix:

0% Comm
100% Fee

General

Location
Phoneix, AZ, US
12 Month Gross Revenue
$150
Number of Accounts
200
Avg Client Age
70

Overview

My goal is to partner with a liked minded successful professional/firm and create a succession plan to eventually take over/buy the practice. I have 19 years industry experience several types of organizations large financial institution, small independent RIA firm, and an accounting firm.

 
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