


MBL Advisors Inc Revenue
Financial Services • Charlotte, North Carolina, United States • 11-20 Employees
MBL Advisors Inc revenue & valuation
| Annual revenue | $12,600,000 |
| Revenue per employee | $963,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,100,000 |
| Total funding | No funding |
Key Contact at MBL Advisors Inc
Neal Deaton
Advisor, Managing Director
Company overview
| Headquarters | 301 S McDowell St, Suite 1100, Charlotte, North Carolina 28204, US |
| Phone number | +163787691 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Succession Planning, Wealth Transfer Planning, Wealth Management, Executive Compensation, Life Insurance, Executive Benefits, Corporate Retirement Planning, Business Exit Planning, Executive Disability Insurance, Non-Qualified Deferred Compensation |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
MBL Advisors Inc Email Formats
MBL Advisors Inc uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@mbl-advisors.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@mbl-advisors.com | 90% |
{first initial}.{last name} | j.doe@mbl-advisors.com | 10% |
About MBL Advisors Inc
MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal. We have learned that each client has a distinct purpose that defines who they are, what they do, and ultimately the impact they will make in relation to their family, business, and community. We provide objective advice to our clients in the areas of Business Exit Planning, Wealth Management, Executive and Corporate Retirement Benefits and Private Client Insurance Solutions crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates. Investment advisory services are offered through MBL Wealth, LLC, a Registered Investment Advisor. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Insurance products are offered through MBL Advisors Inc.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
MBL Advisors Inc has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
MBL Advisors Inc has never raised funding before.
MBL Advisors Inc Tech Stack
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Frequently asked questions
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