Overview

Triad, NC-based CFP and independent fiduciary with 25 yrs experience, recent 12 as solo practitioner. Manage $46mm+, 85% fee-based. Interested in purchasing $10mm-to-$25mm fee-based practice with 10-15 HHs. Enjoy helping friendly people and business owners of all ages who value planning; retirement expertise; active, attentive service; and customized advice. Licensed in multiple states, open to more.

Last Activity
within 6 months

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