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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

50% Comm
50% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$70,000
Number of Accounts
180
Avg Client Age
50

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.

 
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