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Financial Advisor

$150MM AUM | $1.8MM GDC in Charlotte, NC

Member Level
Premier
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
800
Avg Client Age
65

Overview

Financial Planning Firm Specializing in Retirement Planning and Investment Management for Individuals and Employees of Large Corporations.

 
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