Overview

I have been in the business approximately 2.5 years after a very successful sales career in healthcare. I currently live in Eastern NC working for a multi-faceted practice where I work with individual investors and retirement plans. approx 27 mil AUM with about 30% being fee-based, and 50% brokerage accounts and retirement plans, and about 20% insurance/annuity business.
I would potentially seek to transition business and possibly join an existing firm in the Greensboro/Winston Salem/Charlotte NC area to be closer to family.

Market
Advisor/RIA
Last Activity
this week

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