Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Birmingham, AL, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$700,000.00
# of Accounts
150
Avg Client Age
58
Overview

We are an independent firm with 22 years in the business at Merrill Lynch and UBS. Currently wiring through Wells Fargo FINET. I am a money manager that runs a conservative Equity portfolio for our clients.

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