Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
606 days old
General
Location
Birmingham, AL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$900,000.00
# of Accounts
750
Avg Client Age
62
Overview

We are a team of CFP® professionals who are looking to purchase an existing practice in the greater Birmingham area. We focus on needs-based goal planning and asset management. We have an office and staff that has room to expand and would welcome a like minded team or individual to join our group through sale or merger. We are open to providing succession for an advisor nearing the end of their career.

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