$116MM AUM | $856,000 GDC in Montgomery, AL

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
663 days old
General
Location
Montgomery, AL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$116,000,000.00
Gross Revenue
$856,000.00
# of Accounts
675
Avg Client Age
1
Overview

Independent Certified Financial Planner professional in Montgomery, AL Interested in Acquiring Book of Business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...