Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$123,000.00
# of Accounts
50
Avg Client Age
52
Overview

We are building a network of brokers what work with Gold Leaf to support account. In addition, I am legally trained and a FINRA Arbitrator ... so ethics is important to me as is the wellbeing of our clients.

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