Overview

I wish to sell the majority of business not related to personal friends and relatives. The ideal candidate to whom I wish to sell has at least 25 years of experience with the following licenses: Series 6, 7, 63, 66, CLU, CHFC, CFP. Experience with life insurance, disability insurance, long term care insurance, health insurance, financial planning, investment products, mutual funds, stocks, bonds, and annuities, with an established presence in the state of California.

A local in the SF Bay Area is preferred but not essential.

I would like to arrange for the sale and transfer as soon as possible.

Market
Advisor/RIA
Last Activity
within 4 months
Listing Age
922 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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