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SL advisors Listing
Financial Advisor   

$50MM AUM | $350,000 GDC in Atascadero, CA

Member Level
Basic
Last Activity
this week
Listing Age
 NEW! 9 days old

Business Mix:

70% Comm
30% Fee

General

Location
Atascadero, CA, US
12 Month Gross Revenue
$350,000
Number of Accounts
600
Avg Client Age
67

Overview

We have been on the Central Coast since 1995. Adviser experience totaling over 45 years. Our clients are aging. We seek to grow the firm by adding younger brokers in the growth stages of their career who would like to be mentored.
Headquarters in Atascadero with meeting location in Pismo Beach.
Clearing through Pershing. BD Madison Avenue Securities in San Diego.
High Payouts and wide investment selection.

 
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