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Financial Advisor

$37MM AUM | $350,000 GDC in Wilmington, NC

Member Level
Lite
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Wilmington , NC, US
12 Month Gross Revenue
$350,000
Number of Accounts
200
Avg Client Age
63

Overview

I work closely with families to ensure that generational planning is done. This does not refer to "paper planning" only. I actually have multi generational relationships and accounts established. Ninety percent of my business is Advisory.

I am interested in helping Financial Advisors transition into retirement. I would be interested in locations within 2 hours of Wilmington NC, preferably along the coast.

 
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