Market
RIA
Member Level
Basic
Last Activity
today
Profile Age
155 days old
General
Location
Charlotte, NC, US
Profile Type
Join A Practice
Business Type
Registered Investment Advisor
Avg Client Age
60
Overview

Interested in joining an existing practice that is looking for succession planning. I have 15 years experience as a senior financial advisor. Worked as the producing sales manager/closer for the #1 wealth management office at Wells Fargo nation-wide for year-over-year revenue growth. Created new advisor hiring and training program. This has resulted in $10 million in new assets per month as an advisory team.

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