Join or Login for Access

SL advisors Listing
Financial Advisor

$14MM AUM | $480,000 GDC in Cazenovia, NY

Member Level
Basic
Last Activity
this month

Business Mix:

100% Comm
0% Fee

General

Location
Cazenovia, NY, US
12 Month Gross Revenue
$480,000
Number of Accounts
148
Avg Client Age
58

Overview

Merge or team with another practice to create cross selling synergies.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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