Join or Login for Access

SL advisors Listing
Financial Advisor   

$1,500MM AUM | $15MM GDC in Boston, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Boston, MA, US
12 Month Gross Revenue
$15,000,000
Number of Accounts
1
Avg Client Age
1

Overview

I am the OSJ of a hybrid entity associated with LPL Financial. Flagship Harbor Advisors is an SEC Registered Investment Advisor which I own 100%. Looking for opportunities for advisors to join the group, implement a succession plan, and or purchase books of business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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