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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Charlott, NC, US
Fee 0% Commission 100%
$50,000
Gross Revenue
115
# of Accounts
45
Avg Client Age
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.

Extended Profile Information

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