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

Market
Advisor
Member Level
Lite
Last Activity
this month
General
Listing Type
Seller | Succession | Continuity
Location
Bellevue, WA, US
Fee 0% Commission 100%
$130,000
Gross Revenue
75
# of Accounts
60
Avg Client Age
Overview

Seeking to sell book of business and retire. Open to an arrangement where I can be a silent partner for a number of years. Seeking 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. 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.

Extended Profile Information

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