Join or Login for Access

SL advisors Listing
Financial Advisor   

$75MM AUM | $675,000 GDC in Knoxville, TN

Member Level
Basic
Last Activity
this month

Business Mix:

33% Comm
67% Fee

General

Location
Knoxville, TN, US
12 Month Gross Revenue
$675,000
Number of Accounts
200
Avg Client Age
60

Overview

We are a truly comprehensive financial planning practice where we follow a fee-based process that looks at all areas of a client's financial picture on a coordinated basis. I would love to speak with like minded individuals who would potentially have an interest in selling their practice or long term transition as well as those who might be interested in a merger opportunity.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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