Overview

Our firm has 2 experienced Financial Advisors (30 & 13 years) and 3 support staff. We are looking to acquire books of business. Our current book is about 70% commission/30% fee-based business. If you are looking to transition out of the business we could bring you into our practice, we have space in our stand-alone office, and we could make the transition very smooth for you and your clients.

My production and AUM numbers do not include the Branch Manager. He and I would partner in any purchase transaction, so a book bigger than my own would not be out of reach.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...