Join or Login for Access

SL advisors Listing
Financial Advisor   

$190MM AUM | $1.3MM GDC in Alexandria, VA

Member Level
Basic
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Alexandria, VA, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
600
Avg Client Age
65

Overview

We have a team of 4 members here with Morgan Stanley. We run a holistic approach to wealth management with our clients. Retirement planning, insurance reviews, estate planning, liability management, education funding, asset allocation and a large presence in the 401k plan market space. We are continuing to grow our business and would welcome a discussion with anyone interested in selling or exploring having us be your succession plan to see if there is a mutually beneficial value proposition to consider. I can be reached any time at ___-___-____ or at ___

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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