Join or Login for Access

SL advisors Listing
Financial Advisor   

$2,300MM AUM | $8MM GDC in Boca Raton, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$8,000,000
Number of Accounts
900
Avg Client Age
61

Overview

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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