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Financial Advisor   

$17MM AUM | $100,000 GDC in South Daytona Beach, FL

Member Level
Basic
Last Activity
today

Business Mix:

95% Comm
5% Fee

General

Location
South Daytona Beach, FL, US
12 Month Gross Revenue
$100,000
Number of Accounts
400
Avg Client Age
55

Overview

Mostly annuities, mutual funds, REITs, UITs and some equities and some life insurance. Mostly commission based.
5 years from retiring looking for successor to join current BD.

Seller would be willing to stay on and help with transition. Seller would also sell outright and walk away at the right price. Seller is looking to make a transaction before or around 2019. Interested in a down payment and a split of commissions while staying on.

Ideal buyer would be located in Florida as seller has a face to face relationship with some of the older clients. Seller would also consider candidates who are outside of Florida but willing to relocate.

 
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