Overview

$10 million fee-based practice with majority of accounts in managed accounts, variable annuities and business succession planning support. Looking to retire in 1-5 years and merge or sell business to qualified advisor with Series 7, Series 66 and appropriate insurance licenses.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...