$13MM AUM | $70,000 GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Charlotte, NC, US
Fee 0% Commission 100%
$70,000
Gross Revenue
180
# of Accounts
50
Avg Client Age
Overview

I serve clients who are in a period of transition whether that be a journey into or towards retirement, having a child, planning a legacy or starting a business. My aim is to become a resource to them by educating and advocating them in their financial lives. My business is predominantly providing retirement planning and risk management strategies for our clients. To manage money we use a combination of professional money management, mutual funds, annuities as well as stocks and bonds. I strive to keep an open architecture without any company products or directives to best serve my clients.

Extended Profile Information

Loading...