Overview

Seeking either one of two situations 1) find an advisor who would be willing to join my firm and BD or 2) merge with another firm for 2-5 years before completely selling my book of business. Seeking to identify a succession plan in the next year. My revenues are 77% recurring revenue from fees and trails.

The ideal candidate has at least 10 years experience with securities licenses. A professional designation is preferred but not required. The ideal candidate is familiar with fee-based accounts and variable annuities. Seeking to speak to candidates with an established presence in Northeast Ohio.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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