$25MM AUM | $220,000 GDC in Charlotte, NC

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Charlotte, NC, US
Fee 0% Commission 100%
$220,000
Gross Revenue
120
# of Accounts
60
Avg Client Age
Overview

My practice is consists of advisory, securities, and insurance. New clients consist primarily of high net worth individuals. I am not here to sell products, but rather to tailor a plan to an individual client's needs.

Extended Profile Information

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