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Financial Advisor   

$7MM AUM | $50,000 GDC in Charlott, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
Charlott, NC, US
12 Month Gross Revenue
$50,000
Number of Accounts
115
Avg Client Age
45

Overview

I have been in the business for 6 years. I am looking to grow my practice and AUM. I am looking for an opportunity to coordinate with an experienced adviser with strong relationships and values to provide a succession planning opportunity that would be mutually beneficial to both parties.

 
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