Overview

Looking to find someone that wants to sell their book of business to a 2 person team in a wire house that is looking to grow. They can continue to work with us and phase out over the next 2-5 years if that's a more practical solution to have a concrete succession plan in place. Most of our business is managed money and some annuities.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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