Join or Login for Access

SL advisors Listing
Financial Advisor   

$100 AUM | $500,000 GDC in Malvern, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Malvern, PA, US
12 Month Gross Revenue
$500,000
Number of Accounts
500
Avg Client Age
65

Overview

Acquire assets for a independent wealth planning company.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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