$500MM AUM | $15MM GDC in Birmingham, AL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Birmingham, AL, US
Fee 0% Commission 100%
Gross Revenue
$15,000,000
# of Accounts
15,000
Avg Client Age
60
Overview

We are a multi-dimensional financial services firm committed to helping producers build a balanced business, helping producers who want more diversification and a greater breadth of product lines. This practice is a "one stop shop" for your client's financial needs.

Extended Profile Information

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