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Financial Advisor   

$1,000MM AUM | $8.5MM GDC in Huntersville, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

29% Comm
71% Fee

General

Location
Huntersville, NC, US
12 Month Gross Revenue
$8,500,000
Number of Accounts
9,215
Avg Client Age
61

Overview

We are one of the fastest growing RIA wealth management firms in the region. We have 9 offices in NC, SC and CA. We are looking to expand our footprint and grow our AUM with the use of succession planning, practice aquisition, and merger. Financial planning is a key component of our value proposition, our model is fee based and centrally managed portfolios, and we are most interested in working with advisors who are looking to sell, or to join us as a partner and who already hold their CFP designation and are Series 7 and Series 66 licensed.

 
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