Join or Login for Access

SL advisors Listing
Financial Advisor   

$5MM AUM | $56 GDC in Naples, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Naples , FL, US
12 Month Gross Revenue
$56
Number of Accounts
25
Avg Client Age
70

Overview

I am a portfolio manager, CFA charter holder, 44 yoa. My partner is a CFP, 62 yoa. We are looking for the right clients to advise and manage accounts. Management is purely discretionary basis.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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