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SL advisors Listing
Financial Advisor   

$1,000MM AUM | $10MM GDC in Concord, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Concord , CA, US
12 Month Gross Revenue
$10,000,000
Number of Accounts
150
Avg Client Age
50

Overview

I'd like to be able to pass along practices that are for sale to interested advisors that I work with.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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