Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
287 days old
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$56,000,000.00
Gross Revenue
$560,000.00
# of Accounts
100
Avg Client Age
65
Overview

I am now a minority Consultant in the business,my daughter is the major Financial Consultant. WE both have our MRFC designations ! Our clients are very loyal !

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