Join or Login for Access

SL advisors Listing
Financial Advisor   

$60MM AUM | $600,000 GDC in Dallas, TX

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$600,000
Number of Accounts
250
Avg Client Age
62

Overview

We recently left the broker/dealer world after 25 years to re-boot and start our own RIA at the end of 2016. Our team consists of two advisors, one attorney and we provide fee-only financial planning, wealth management and trust services. Interested in working with advisors at or near retirement wanting to monetize their practice as they transition into semi or full-retirement.

 

Has Office Space to Share in Dallas, TX

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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