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Financial Advisor   

$33MM AUM | $275,000 GDC in Eagle River, AK

Member Level
Basic
Last Activity
within 3 months

Business Mix:

32% Comm
68% Fee

General

Location
Eagle River, AK, US
12 Month Gross Revenue
$275,000
Number of Accounts
240
Avg Client Age
58

Overview

I am seeking a successor who is willing to work with me for two to three years before I completely sell the business and retire.

The ideal candidate has at least 5 years experience in fee based transactions and financial planning. Experience in variable annuities is also valuable. I am not looking to tutor a candidate, but I would like to work with the candidate for a few years so they can learn my clients and my way of doing business. I am only entertaining candidates located in Alaska,

 

Has Office Space to Share in Eagle River, AK

Fully furnished suite with two workstations

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