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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Eagle River, AK, US
Fee 0% Commission 100%
$275,000
Gross Revenue
240
# of Accounts
58
Avg Client Age
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

Contact to discuss details
 
Extended Profile Information

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