Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$640,000.00
# of Accounts
1,530
Avg Client Age
65
Overview

Fee based financial planning practice looking to grow through external acquisition.

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