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.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

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