$25MM AUM | $180,000 GDC in Belmont, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Belmont, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$180,000.00
# of Accounts
325
Avg Client Age
50
Overview

Chad is a financial planner and a NFLPA Registered Player Financial Advisor. He serves individuals and small businesses with comprehensive financial planning services including investment management, risk management, retirement planning, college funding, as well as other financial planning issues. Our focus is to provide clients will a financial plan to help them meet their goals and work with them to implement that plan.

The goal in accessing this site is to be aware of local planning businesses in the area that may be looking to sell or merge practices.

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