Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Location
Sacramento, CA, US
Profile Type
Seller | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$250,000.00
# of Accounts
500
Avg Client Age
60
Overview

Ideal purchasing candidate is a Certified Financial Planner, (or on track to achieve designations), with extensive knowledge of life insurance products as well as equities portfolio management. The take-over advisor should have at least two years experience and be located within a 75 mile radius of Sacramento. Purchasing candidate must have high credit score and clean U4. Purchasing candidate must be affiliated with Royal Alliance Associates, Inc., (or seriously considering a new B/D), to facilitate an actual transition with minimal difficulties. Please DO NOT contract me if you are recruiting, and I have zero interest in recruiting for Royal. I WILL NOT change B/D. Thank you for understanding.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...