$5MM AUM | $60,000 GDC in Beaumont, TX

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Beaumont, TX, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$60,000.00
# of Accounts
30
Avg Client Age
70
Overview

Seeking to completely sell book of business and retire. Would like to find a candidate to purchase book of business in the next month.

The ideal candidate has at least 5 years of experience with the standard brokerage licenses. The ideal candidate has experience with stocks, bonds, exchange traded funds, and with transactional business. Seeking a candidate with an established within a 90 mile radius of Houston, Texas and/or a 20 mile radius from the Louisiana state line.

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