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SL advisors Listing
Financial Advisor

$22MM AUM | $279,000 GDC in Webster, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

24% Comm
76% Fee

General

Location
Webster, TX, US
12 Month Gross Revenue
$279,000
Number of Accounts
200
Avg Client Age
55

Overview

Independent advisor with a focus on comprehensive Financial Planning, asset management and Retirement Income Strategies, looking for a small practice purchase opportunities that is similar in style and scope. I will be open to also discussing potential Merge opportunities as well. My practice is on an efficient CRM and high touch model, with meetings conducted both via remote webinars and mostly in person meetings.

 
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