Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
526 days old
General
Location
Mooresville, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
50
Avg Client Age
57
Overview

My business mission is to help design then create a financial pathway for people near or in retirement that helps them plan for their desired lifestyle.

I hope to connect with other practices, either by purchase or merger than can help me expand my ability to help more people benefit from my knowledge and expertise.

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