$30MM AUM | $300,000 GDC in Mooresville, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
320 days old
General
Location
Mooresville, NC, US
Profile Type
Merge | Buyer
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...