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SL advisors Listing
Financial Advisor   

$20MM AUM | $300,000 GDC in Tampa, FL

Member Level
Last Activity
2 weeks
Listing Age
269 days old

Business Mix:

5% Comm
95% Fee


Tampa, FL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are a team of 4 advisors within Waddell & Reed's Tampa branch office although our clients live throughout the United States with particular concentration in Florida. We focus on financial planning, offering mutual funds, annuities and insurance solutions. We are looking to purchase books of business from advisors or RIA's interested in implementing a high level of service that includes redundancy in client service, multiple client meetings each year, dynamic financial planning and active financial advising to clients at all stages and in all aspects of their financial lives.

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