Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Charlotte, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$335,000.00
# 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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