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Financial Advisor

$250MM AUM | $2.4MM GDC in Raleigh, NC

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Raleigh, NC, US
12 Month Gross Revenue
$2,400,000
Number of Accounts
450
Avg Client Age
50

Overview

We are an independent, comprehensive, fee-based advisory practice and work with clients in an ongoing collaborative relationship to help them achieve their financial goals. Our team is structured to merge with and integrate other advisors, looking for a succession plan or to improve the advice and service they already provide.

 
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