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SL advisors Listing
Financial Advisor   

$1.1MM AUM | $30,000 GDC in FL

Member Level
Premier
Last Activity
this month

Business Mix:

75% Comm
25% Fee

General

Location
FL
12 Month Gross Revenue
$30,000
Number of Accounts
15
Avg Client Age
50

Overview

Little over 1M in AUM, 35% managed money, 10% brokerage, 40% variable annuities, and 10% fixed.

Majority of clients are located in FL.

Ideal buyer should have 5-6 minimum years of experience.

Payment preferred up front lump sum, but is negotiable.

Timeline for succession is within a year.

 
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