$15MM AUM | $100,000 GDC in Kernersville, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Kernersville, NC, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
100
Avg Client Age
50
Overview

My business consists of mostly individual clients that I have attained over the past few years by various marketing methods. I also have a couple of 401k plans that I help manage but am looking to be more of an advisor than a marketer/gatherer.

Extended Profile Information

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