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Financial Advisor   

$13MM AUM | $150,000 GDC in Birmingham, AL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

67% Comm
33% Fee

General

Location
Birmingham, AL, US
12 Month Gross Revenue
$150,000
Number of Accounts
450
Avg Client Age
48

Overview

I have been in the industry for almost 12 years and in addition to working with my own clients, I have been in a management and development role for the past 9 years. I have found myself working with more and more young professionals and self employed clients in investment and retirement planning, college planning & income protection/replacement strategies. I am interested in growing my practice through an acquisition or succession plan with an existing practice.

 
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