$3MM AUM | $43,000 GDC in Cary, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cary, NC, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$3.00
Gross Revenue
$43,000.00
# of Accounts
12
Avg Client Age
78
Overview

I'm a financial advisor with 7 years of experience. I've worked exclusively high net worth families for most of my career as all my previous roles (multiple) were working with large accounts 700k+ (min) while I worked at a well respected investment firm (fidelity Investments). This allowed me to gain a broad array of experience in planning, trading, client service, seminars with lots of customer interactions (50k). I am currently building a successful business independently now as we speak, focusing on high net worth demographic that I all my experience is in. I also do a lot of brokerage business with variable annuities and alternative investments. I am interested in speaking with other advisors that may want to add me as an extension of their team or merge, or even part of an overall transition plan out of the business.

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