Overview

Independent, hybrid RIA practice with 20+ years experience, looking to buy practice within state of Alabama with similar areas of focus:
1) Qualified Retirement Plans; serve as 3(21) co-fiduciary.
2) Private Client investment management; mostly with discretion.
3) Financial Planning.

Terms negotiable.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
May 2, 2019

Business Data

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