$700,000 AUM | $2,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$2,000.00
# of Accounts
65
Avg Client Age
37
Overview

Advisor with Principal Financial Group with 2 years experience. Currently the focus of my business has been retirement income planning and risk management. Looking to grow more in fee-based asset management. I hope to connect with another advisor who is looking to sell their practice in the near future.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...