Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
600 days old
General
Location
Winston-Salem, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
230
Avg Client Age
60
Overview

CPA/PFS financial planner with 30+ years of experience. Always an independent fiduciary for our clients. Looking for opportunities to purchase existing business that fits our wealth management, fee based, financial planning focused model. 45 year-olds and up, nice people, focused on long term plans not market timing. Also a CDFA working with divorcees and widows.

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