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Financial Advisor

$32MM AUM | $275,000 GDC in Charlotte, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$275,000
Number of Accounts
200
Avg Client Age
60

Overview

I am looking to acquire a practice from an older advisor who would like an exit strategy from the business or a planned retirement.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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