$1MM AUM | $80,000 GDC in Birmingham, AL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Birmingham, AL, US
Fee 0% Commission 100%
Gross Revenue
$80,000
# of Accounts
10
Avg Client Age
40
Overview

As a financial planner, I focus on developing a coordinated plan to help my clients achieve their goals. Plans typically include a cash flow analysis, insurance review, and investment management. In addition to investment management, another focus is business planning.

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