Overview

We are one of the largest practices of Raymond James and we have offices in 6 locations: Huntersville NC, Salibury NC, Greensboro NC, Lincolnton NC, Charlotte NC, and Columbus/Tryon NC. We are looking to expand with quality advisors through practice acquisitions, mergers, and succesion planning. Seven (7) of our advisors are CFPs. Feel free to call ___-___-____ or email ___

Last Activity
6 months or more

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