$60MM AUM | $580,000 GDC in Wilmington, NC

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Seller | Merge | Succession | Continuity | Successor
Location
Wilmington, NC, US
Fee 0% Commission 100%
$580,000
Gross Revenue
150
# of Accounts
60
Avg Client Age
Overview

Looking to acquire / merge with another firm.

I am an experience wealth advisor, with an unique opportunity to accelerated growth. If you are looking for a succession plan, or looking to accelerate your growth let's talk.

Flexible

Extended Profile Information

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