Join or Login for Access

SL advisors Listing
Financial Advisor

$53MM AUM | $400,000 GDC in Crystal River, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

95% Comm
5% Fee

General

Location
Crystal River, FL, US
12 Month Gross Revenue
$400,000

Overview

In current process to move to toward advisor managed funds. I am series 7, 24, 63, licensed in est. 30 states. I hold a CFP and CDFA designation and have been in the business for over 20 years. I supervise 6 offices in Florida.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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