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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Huntsville, AL, US
Fee 0% Commission 100%
$525
Gross Revenue
700
# of Accounts
60
Avg Client Age
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.

Contact to discuss details
 
Extended Profile Information

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