$62MM AUM | $500,000 GDC in Trussville, AL

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Trussville, AL, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$62,824,487.00
Gross Revenue
$500,000.00
# of Accounts
622
Avg Client Age
64
Overview

I'm searching for mutually agreeable opportunities to grow my practice through acquisition, by offering succession opportunities to senior wealth managers who may be without such plans. I've been in practice for 28 years, with a practice concentration in retirement investment management, and production of durable retirement income. I am an Investment Advisory Representative, and Section 3(21) Qualified Plan Fiduciary.

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