$7MM AUM | $65,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Continuity
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$65,000
# of Accounts
135
Avg Client Age
40
Overview

Financial planning practice involved risk management, selling of life/disability/long term care insurance. And active investment business with individual business and 401k/employer sponsored defined-contribution plans.

Extended Profile Information

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