Overview

Advisor Listing - $52MM AUM Buying Opportunity in Birmingham, Montgomery, Mobile, Muscle Shoals or Dothan, AL. I am looking to acquire a practice and/or become the successor for an advisor looking to retire. Based out of Birmingham, AL.

Market
Advisor/RIA
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...