Join or Login for Access

SL advisors Listing
Financial Advisor   

$120MM AUM | $1MM GDC in Durham, NC

Member Level
Premier
Last Activity
within 3 months

Business Mix:

50% Comm
50% Fee

General

Location
Durham, NC, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
1,200
Avg Client Age
50

Overview

We are interested in adding value to a block of investment business clients by offering asset management as well as holistic financial planning opportunities. Part of our strategic plan is to grow through Mergers and Acquisitions from 1 mil of GDC to 2 Mil by 2020.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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