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Financial Advisor

$75MM AUM | $525 GDC in Huntsville, AL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Huntsville, AL, US
12 Month Gross Revenue
$525
Number of Accounts
700
Avg Client Age
60

Overview

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.

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