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Financial Advisor   

$50MM AUM | $130,000 GDC in Bellevue, WA

Member Level
Lite
Last Activity
this week

Business Mix:

100% Comm
0% Fee

General

Location
Bellevue, WA, US
12 Month Gross Revenue
$130,000
Number of Accounts
75
Avg Client Age
60

Overview

Advisor seeks to sell book of business and retire. Advisor is open to an arrangement where advisor can be a silent partner for a number of years. Advisor seeks to complete the sell by June 2018.

The ideal candidate has at least 15 years of experience and familiarity with mutual funds, American funds, and Franklin Templeton. Series 7 and series 63 licenses are required. Advisor is only interested in candidates who have an established presence in the Seattle area, primarily the East Side made up of Bellevue, Redmond, Mercer Island, and Kirkland.

 
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