Join or Login for Access

SL advisors Listing
Financial Advisor   

$150 AUM | $700 GDC in La Jolla, CA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

10% Comm
90% Fee

General

Location
La Jolla, CA, US
12 Month Gross Revenue
$700
Number of Accounts
320
Avg Client Age
65

Overview

90% fee based retiree practice garnered from seminars and referrals

Seeking growth opportunities through acquisition

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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