Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Birmingham, AL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$425,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
600
Avg Client Age
65
Overview

We are a 6 person team operating out of 4 branches in Alabama. Our focus is on planning and fee based wealth management, and we have built a team of skilled people in all areas of client service. We are looking to add advisors who are looking for assistance in transitioning their practice thru merger or outright sale. The firm offers very competitive compensation for the right situations, feel free to reach out if you would like to have a discussion!

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