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
within 6 months
Listing Age
945 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...