Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
120 days old
General
Location
Greenville, SC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$31,000,000.00
Gross Revenue
$405,000.00
# of Accounts
294
Avg Client Age
55
Overview

I realized early on that wealth planning evolves through careful thoughtful attention to detail. After spending over 20 years working closely with a varying client base. It's apparent that sophisticated planning should be done with a personal professional touch. Si with that state I'm interested in finding and Purchasing practices in my general area.

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