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Financial Advisor   

$120MM AUM | $1MM GDC in Statesville, NC

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Last Activity
this week

Business Mix:

90% Comm
10% Fee


Statesville, NC, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We currently own and operate an independent OSJ and an insurance agency that we acquired in 2010. We also own and operate a state-registered RIA focusing on tactical asset management. We have over $120 million in assets and over 500 clients. The focus of our OSJ is on wealth accumulation and retirement income planning. Our product mix is broad and ranges from Fixed Annuities and Life Insurance to Investment Advisory business. Our average client is 65 - 70 years old. Before acquiring our existing business in 2010, we operated an independent broker-dealer and SEC-registered RIA in Charlotte for over 10 years.

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