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SL advisors Listing
Financial Advisor   

$10MM AUM | $115,000 GDC in Atlanta, GA

Member Level
Premier
Last Activity
2 weeks
Listing Age
144 days old

Business Mix:

40% Comm
60% Fee

General

Location
Atlanta, GA, US
12 Month Gross Revenue
$115,000
Number of Accounts
28
Avg Client Age
48

Overview

I am a very experienced Financial Advisor looking to buy a book of business with annual revenues of 300k or less.
I would entertain merging with a group of advisors in my area of Atlanta. I have a fundamental knowledge of fee based money management, fixed income, fixed annuities, indexed annuities, variable annuities and equities.

 
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