Overview

I am a CPA and CFP looking to expand my practice. I have the capacity to take on more clients and would be interested In acquiring a practice in the Charlotte North Carolina area would

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 22, 2018

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...