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SL advisors Listing
Financial Advisor   

$25MM AUM | $200,000 GDC in Lake Success, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

94% Comm
6% Fee

General

Location
Lake Success, NY, US
12 Month Gross Revenue
$200,000
Number of Accounts
80
Avg Client Age
63

Overview

Transnational business looking to move more into advisory.
Looking to possibly buy a practice or take on a Jr partner

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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