Join or Login for Access

SL advisors Listing
Financial Advisor

$20MM AUM | $300,000 GDC in Boynton Beach, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
Boynton Beach, FL, US
12 Month Gross Revenue
$300,000
Number of Accounts
150
Avg Client Age
55

Overview

I am looking to purchase or merge with a local financial planning practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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