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Financial Advisor   

$20MM AUM | $250,000 GDC in Cornelius, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Cornelius, NC, US
12 Month Gross Revenue
$250,000
Number of Accounts
200
Avg Client Age
50

Overview

I am interested in growing my book of business by buying a practice, merging a practice or becoming a successor to help transition a practice. I have been an advisor for 6 years and currently the fastest growing advisor for Morgan Stanley in the Southeast. CFP candidate Fall 2016, and will pursue CFA in 2017 and have a strong entrepreneurial sprit.

 
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