Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Durham, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$800,000.00
# of Accounts
260
Avg Client Age
60
Overview

We are ready to be your succession plan! With offices in Greensboro and Durham, available space and an experienced team we can help you move into the best retirement you want.

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