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SL advisors Listing
Financial Advisor   

$25MM AUM | $150,000 GDC in Houston, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$150,000
Number of Accounts
30
Avg Client Age
55

Overview

Recently transitioned to independent from wire house. Looking to acquire a practice to continue growth.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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