Join or Login for Access

SL advisors Listing
Financial Advisor   

$50MM AUM | $325,000 GDC in Greensboro, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Greensboro, NC, US
12 Month Gross Revenue
$325,000
Number of Accounts
300
Avg Client Age
55

Overview

I have a younger partner whom I hope to establish a formal succession and buy/sell plan. We also would like to acquire business(s) to quickly grow from $50M to $100M+ AUM

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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