Join or Login for Access

SL advisors Listing
Financial Advisor   

$120MM AUM | $1.1MM GDC in Atlanta, GA

Member Level
Lite
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Atlanta, GA, US
12 Month Gross Revenue
$1,150,000
Number of Accounts
1,000
Avg Client Age
62

Overview

I am a Certified Financial Planner with a Wealth Management and Financial Planning Firm in Atlanta, Georgia. We are looking to purchase and/or merge / affiliate with other successful business owner's in the South East who might be looking to retire in the next five years, but wants to get top dollar for the sale of their practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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