Join or Login for Access

SL advisors Listing
Financial Advisor   

$47MM AUM | $420,000 GDC in Roanoke, VA

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Roanoke, VA, US
12 Month Gross Revenue
$420,000
Number of Accounts
200
Avg Client Age
62

Overview

I am a RIA practice in Roanoke looking to possibly acquire other practices within a reasonable radius of Roanoke. Looking to establish relationships now that we may or may not buy or merge with. I clear mostly through TD Ameritrade but also have a clearing agreement with LPL (only clearing not anything with the BD side).

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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