$25MM AUM | $200,000 GDC in Lexington, SC
Member is Interested In:
I work with Cornerstone Wealth. They are a RIA in Huntersville, NC. We have our own in house investment management team. We use LPL as broker/dealer and also use Schwab and Fidelity for Fee-based management. They have acquired several practices. But I am personally looking to buy small books in Columbia SC and Charlotte NC markets.