Join or Login for Access

SL advisors Listing
Financial Advisor   

$30MM AUM | $275,000 GDC in Norcross, GA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Norcross, GA, US
12 Month Gross Revenue
$275,000
Number of Accounts
170
Avg Client Age
52

Overview

Do complete financial planning, including cash flow analysis, protection planning, tax planning, investment planning, retirement planning and estate planning.
I hope to be able to purchase a practice that is aligned with my practice and my core financial planning philosophy

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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