Founder, Financial Advisor, North Charleston, United States


Advisor in North Charleston Seeking Financial and Technology Businesses Upto USD 1 million

  • Name, Phone, Email
    Available after connect
  • Company
    Available after connect
  • Professional Summary

    Financial Planning with an emphasis on Retirement Planning.

  • Transaction Preference
  • Investment Size
    Between 1 thousand - 1 million USD
  • Investment Criteria

    Interested in profitable businesses in South Carolina.

  • Overall Rating
    6.5 / 10
    View Details
  • Local Time
    11:42 AM
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Recent Activity
    • Connected with 1 business
    • Received 12 proposals
  • Preferences
    Industries10%175.3951216287465225.23026992451986710%208.3951216287465249.2061733486967710%221.088.010%208.39512162874652126.7938266513032210%175.39512162874655150.7697300754801450%89.088.00000000000001IndustriesFinancial Distribut…Financial DistributorsLife & Health Insur…Life & Health InsuranceFund OperatorsExchange Traded Fun…Exchange Traded FundsDatabase SoftwareOthers
    Locations50%234.5106.050%75.5106.00000000000001LocationsSouth CarolinaCharleston
  • Tags

    M&A Advisor in North Charleston

    ,

    Investment Advisory Firms in US

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    Investment Advisory Firms in USA

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    Business Service Business Broker

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    ,

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    Technology Investment Advisory Firms

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    ,

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