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Financial Advisor   

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

Member Level
Last Activity
6 months or more

Business Mix:

95% Comm
5% Fee


South Daytona Beach, FL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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 CENTRAL Florida (Tampa, Boca Raton, Naples, St. Pete, Clearwater too far for the service of my clients) 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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