$100,000 GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
189 days old
General
Location
Raleigh, NC, US
Profile Type
Join A Practice
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
40
Avg Client Age
65
Overview

I've been working as part of a small firm for 5 years and even though we operate under the same name, we really work completely independently of each other. As such, I don't believe that we have leveraged each other's strengths to implement systematic and efficient operating procedures that would result in maximizing the advisor/client relationships and fostering consistent growth of the firm.
So I am looking to join a firm that's small enough to be open to new ideas but established enough to provide a foundation to build on.

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