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SL advisors Listing
Financial Advisor

$1,000MM AUM | $1,000MM GDC in Charlotte, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$1,000,000,000
Number of Accounts
1
Avg Client Age
1

Overview

Discretionary managed investment book, including financial planning. Looking to build book through acquisitions.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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