Join or Login for Access

SL advisors Listing
Financial Advisor   

$25MM AUM | $140,000 GDC in Mineola, TX

Member Level
Basic
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Mineola, TX, US
12 Month Gross Revenue
$140,000
Number of Accounts
160
Avg Client Age
55

Overview

An independent wealth management firm utilizing a comprehensive, hands on approach to achieving client financial goals. I am looking to acquire additional advisory business with a similar business model.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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