Join or Login for Access

SL advisors Listing
Financial Advisor   

$100MM AUM | $87,000 GDC in Kings Mountain, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Kings Mountain, NC, US
12 Month Gross Revenue
$87,000
Number of Accounts
20
Avg Client Age
50

Overview

I sold my retail practice 15 years ago. I have been 100% institutional fixed income for 15 years. My niche in municipal reinvestments is going away. I need to go back to retail or find another institutional niche.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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