Join or Login for Access

SL advisors Listing
Financial Advisor   

$200MM AUM | $1.1MM GDC in Daytona Beach, FL

Member Level
Last Activity
this month

Business Mix:

20% Comm
80% Fee


Daytona Beach, FL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are a team of two independent advisers headquartered in Daytona Beach, FL. We have access to proprietary priced insurance products as we are a member firm of M Financial (___). We have a skilled staff providing superior customer service to our clients that span all over the country. We are looking to grow over the next 3 -5 years through acquisition of like minded, complimentary practices. We are interested in building relationships with advisers looking to exit the industry and transition their clients to a team that will provide continuity of service as well as innovative ideas for the future.

Extended Profile Information

Peer to Peer

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