Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$300,000.00
# of Accounts
87
Avg Client Age
55
Overview

7 years licensed and growing practice with average new clients in excess of $700,000. Seeking books of business to purchase and help sunset the advisor.

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