Wealth Advisor

Preferred Location:
Open to Relocation:

A Wealth Advisor (CFP) is looking to move to the Raleigh area. He manages about 120M AUM with 35 relationships. Below please find several high-level details:

  • Conservatively has about 30M AUM with 20 clients of portable AUM
  • 8+ years of experience, with the past 6 at the same firm
  • Extensive experience with investment strategies including mutual funds, ETFs, individual stocks, and individual bonds
  • CFP, clean U4
  • Current comp in the 135k area

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