Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
337 days old
General
Location
Dothan, AL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$2,000,000.00
Gross Revenue
$22,000.00
# of Accounts
20
Avg Client Age
61
Overview

New advisor trying to buy business to increase AUM and production. Providing full service financial planning as AAMS with emphasis on retirement planning.

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