Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
283 days old
General
Location
Huntersville, NC, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$50,000.00
# of Accounts
35
Avg Client Age
40
Overview

I am an Investment Advisor Representative in Lake Norman area of North Carolina. I currently manage a small group of personal clients and manage our Registered Investment Advisor in Chicago remotely. I am looking to expand my North Carolina business through a purchase or a continency plan.

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