Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
595 days old
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
50
Overview

We are a full service financial planning practice in Raleigh NC. We are part of a large independent firm that utilizes brokerage and advisory accounts. We are looking to expand our practice. There might be opportunities down regarding succession planning.

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