$100MM AUM | $700,000 GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Charlotte, NC, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
500
Avg Client Age
60
Overview

We are a hybrid RIA through IAA and LPL with 30 yrs combined experience and a non-practicing attorney and CFP.

Extended Profile Information

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