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Financial Advisor   

$45MM AUM | $335,000 GDC in Charlotte, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$335,000
Number of Accounts
120
Avg Client Age
50

Overview

Comprehensive financial planner, with a holistic approach to helping clients with a full complement of services, looking to buy a practice that focuses on financial planning and investments.

 
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