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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$700,000
Number 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

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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