Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Charlotte, NC, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$320,000.00
# of Accounts
50
Avg Client Age
60
Overview

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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...