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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Cornelius, NC, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# 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.

Extended Profile Information

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