Join or Login for Access

SL advisors Listing
Financial Advisor

$30MM AUM | $330,000 GDC in Houston, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

70% Comm
30% Fee

General

Location
Houston , TX, US
12 Month Gross Revenue
$330,000
Number of Accounts
200
Avg Client Age
56

Overview

As a CFP, I am interested in buying a practice and/or becoming an exit strategy for an advisor that interested in winding down 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