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Financial Advisor   

$50MM AUM | $350,000 GDC in Birmingham, AL

Member Level
Basic
Last Activity
this month

Business Mix:

60% Comm
40% Fee

General

Location
Birmingham, AL, US
12 Month Gross Revenue
$350,000
Number of Accounts
250
Avg Client Age
55

Overview

Been in practice for 18 years. Looking to increase my assets under management through acquisitions.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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