AAdvisor AtlasLeads

Sign in Make an account

Advisor marketplace

Marketplace

Exclusive leads in your licensed states.

Auto-match offSet up auto-match

Time on Score Est. net worth Price

LeadScore↕Est. net worth↕Price↕Time on↓

Showing 1-2 of 2 leads

Tier D· $250K-$500K est. liquid

Needs a legacy plan before retiring from energy

Texas·Age 63·Planning lead

Score

Estimated assets

$1.2M est.

Est. liquid: $410K est.

Price

$128

Time on

Tier A· $3M+ est. liquidAsked for advisor

Plan complete, asked for advisor — energy exec preparing for exit

Texas·Age 64·Asked for advisor

Score

Estimated assets

$7.1M est.

Est. liquid: $4.6M est.

Price

$700

Time on