Overview

I would like to purchase an existing practice and/or become successor for existing owner. I currently hold a Series 65 as wells as State Life, Health & Property & Casualty Licenses. I'm a six figure income producer within an Independent Insurance Agency. I have experience selling Life, Health, LTC, Property/Casualty & Fee Based Wealth Management. In my current position, it's became clear that ownership may not be a possibility as promised so I'm looking to move on. My ultimate goal is to become a successor to a successful advisor that is willing to coach me and provide a smooth transition with his or her existing clients. Willing to relocate.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...