We are in expansion mode and looking to buy or merge with advisors who need scale or nearing retirement. We are a full service independent investment office with multiple advisors offering brokerage, advisory, life insurance and annuity products and services. Founded in 1995 in Huntsville, AL. Credentials: CERTIFIED FINANCIAL PLANNER® professional, Certified Kingdom Advisor® and Certified Insurance Counselor.
Has Office Space to Share in Huntsville, AL
Nicely appointed conference room available for appointments.