Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Willing To Relocate, IL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$1.00
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
1
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.

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