Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
393 days old
General
Location
Rock Hill, SC, US
Profile Type
Find Successor | Continuity
Business Type
Registered Investment Advisor
AUM
$125,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
1,100
Avg Client Age
58
Overview

Interested in dialogue with financial services professional that can support my practice through client reviews, possibly also operational support on clients assigned to them, with potential for succession opportunity at some point in the future.

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