AC Financial Partners Joins Commonwealth Financial Network®
WALTHAM, MA (October 1, 2015)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, today announces the addition of AC Financial Partners of Birmingham, Alabama, to its network of independent financial advisors. Formerly affiliated with Lincoln Financial, Linda Allison and Derrell Crimm—along with their team—bring with them $80 million in client assets.
AC Financial Partners works with clients to develop comprehensive financial plans designed for the long term, which are frequently reviewed to ensure consistency with a client’s goals and objectives. Their soup–to–nuts financial planning practice operates on a team-based business model, where every client is shared between the partners to create continuity and maximum support.
“We are pleased to welcome AC Financial Partners to our network of independent financial advisors,” said Andrew Daniels, managing principal, business development. “Offering the highest level of service to clients is a top priority for this team—and one that we are confident we can help them continue to deliver. By affiliating with Commonwealth, AC Financial Partners has access to the cutting–edge technology, tools, and resources to help them efficiently run their practice while increasing their time spent with clients.”
“What distinguishes AC Financial Partners is our specialization in divorce planning,” said Linda Allison, CFP®, CRPC®, AEP®, CDFA. “As a Certified Divorce Financial Analyst, I am uniquely poised to work with clients going through difficult situations. We are eager to leverage Commonwealth to increase our focus on this niche and enhance our offering through marketing materials, seminars, and information sessions—and appropriately take them to market.”
Derrell Crimm, CFP®, CRPC®, said, “We feel fully supported. Our independence remains imperative, and Commonwealth’s private ownership assures us that our best interests are looked after. The selectivity they take in partnering with advisors tells us they care about their community as much as their business. As a values-oriented advisor, the message that sends resonates with me.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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