$65MM AUM | $525,000 GDC in Huntersville, NC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Huntersville, NC, US
Fee 0% Commission 100%
Gross Revenue
$525,000
# of Accounts
750
Avg Client Age
65
Overview

Advisor at Hybrid RIA firm. I would like to gain information about acquiring books of business for our firm

Extended Profile Information

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