Join or Login for Access

SL advisors Listing
Financial Advisor   

$45MM AUM | $250,000 GDC in Westmont, NJ

Member Level
Premier
Last Activity
today

Business Mix:

25% Comm
75% Fee

General

Location
Westmont, NJ, US
12 Month Gross Revenue
$250,000
Number of Accounts
75
Avg Client Age
50

Overview

Certified Financial Planner with loyal growing client base. Focuses include individual financial planning and wealth management along with corporate level 401(k) advisory. Looking at possible merger opportunities. Also interested in being a continuity or successor option for existing practices. I have previous experience in succession and book purchases.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging