$100MM AUM | $600,000 GDC in Belmont, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Belmont, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$600,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

I have dealt mainly with retirees, i am looking to continue in this vane but increase my exposure to a wider crowd.

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