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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Charlotte, NC, US
Fee 0% Commission 100%
$335,000
Gross Revenue
120
# of Accounts
50
Avg Client Age
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.

Extended Profile Information

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