Overview

I have a holistic financial planning practice in Huntsville, AL that serves about 65 client groups. In regards to investment management, I have AUM just over 30 million. I am looking to buy or merge with a practice that is looking for me to be a successor in the near future. I am 46 years old with 20 years of experience.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...