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SL advisors Listing
Financial Advisor   

$24MM AUM | $165,000 GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
within 2 months

Business Mix:

40% Comm
60% Fee

General

Location
Scottsdale , AZ, US
12 Month Gross Revenue
$165,000
Number of Accounts
325
Avg Client Age
55

Overview

Advisor with 10 years experience in managed assets and financial planning looking to grow practice through acquisition of managed book of business and fee based financial planning.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
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