Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$98,000,000.00
Gross Revenue
$850,000.00
# of Accounts
300
Avg Client Age
55
Overview

Interested in networking with other like-minded advisors who are developing a succession plan or who may be interested in merging to take advantage of economies of scale.

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