$30MM AUM | $320,000 GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Charlotte, NC, US
Fee 0% Commission 100%
$320,000
Gross Revenue
50
# of Accounts
60
Avg Client Age
Overview

Looking to help advisors looking for succession as they approach retirement.

Extended Profile Information

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