Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...