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SL advisors Listing
Financial Advisor   

$20MM AUM | $250,000 GDC in Lansing, MI

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

Business Mix:

50% Comm
50% Fee

General

Location
Lansing, MI, US
12 Month Gross Revenue
$250,000
Number of Accounts
200
Avg Client Age
58

Overview

Mid 30's, 15 years in the industry. CFP, ChFC, CASL, RHU, REBC. Independent since 2009. Also run a tax an accounting firm. Have purchased two retiring tax professionals firms. Interested in purchasing a firm. Client base that is outside of my home state is fine as I have many out of state clients as well.

 
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