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Financial Advisor   

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

Member Level
Premier
Last Activity
within 2 months

Business Mix:

65% Comm
35% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$220,000
Number of Accounts
120
Avg Client Age
60

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.

 
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