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Financial Advisor   

$50MM AUM | $1MM GDC in Charlotte, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

70% Comm
30% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
1,200
Avg Client Age
40

Overview

Financial planning practice in Charlotte NC, looking to buy several practices over the next three years.

 
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