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 are looking for me to be a successor. I am 45 years old with 19 years of experience.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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