Join or Login for Access

SL advisors Listing
Financial Advisor

$5MM AUM | $75,000 GDC in Chalfont, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Chalfont, PA, US
12 Month Gross Revenue
$75,000
Number of Accounts
35
Avg Client Age
60

Overview

I am a producing manager with Prudential Advisors. I would like to partner experienced advisors with newer advisors that we have here. I can offer an investment platform with all the corporate benefits and you can still maintain your DBA.

Personally, I would like to merge my skills and talents to partner with existing books of business with the expectation to purchase/succeed advisors looking to retire.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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