Join or Login for Access

SL advisors Listing
Financial Advisor   

$125 AUM | $650 GDC in Florham Park, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Florham Park, NJ, US
12 Month Gross Revenue
$650
Number of Accounts
450
Avg Client Age
55

Overview

20 year industry veteran working with the same firm.
I have successfully acquired 2 books of business in the last 2 years, I am very familiar with the concerns of the retiring broker and know how to transition the book and address the concerns of the clients.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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