$30MM AUM | $250,000 GDC in Monroe, NC

Market
Advisor
Member Level
Lite
Last Activity
today
General
Location
Monroe, NC, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
380
Avg Client Age
65
Overview

I recently left a bank program with a super regional after 12 years and went independent. I have been bringing my assets over and converting them to fee based when it makes sense. I am looking to expand my practice with a focus on fee based assets. I Currently in Monroe North Carolina and looking to expand to Pinehurst NC and have an office in both cities.

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