Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Summerville, SC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$135,000.00
# of Accounts
175
Avg Client Age
62
Overview

Former corporate CFO with over 30 years experience helping investors manage their investments. Offices in North and South Carolina, registered as needed around the country. Seeking to add another book to my business, to grow my critical mass. High service orientation, "My clients are my friends, my friends are my clients"

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