Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$20,000.00
# of Accounts
10
Avg Client Age
45
Overview

We are an Independent Firm here in Charlotte, NC looking to acquire or merge with other firms in the area that are looking to create a succession plan.

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