Seeking to merge with another firm for a few years and completely sell book of business after seven years. Seeking to find a successor within the next 6 months to 1 year.
The ideal candidate has 5-10 years of experience and is either a CPA of CFP. The ideal candidate has familiarity with brokerage stocks and variable annuities. Advisor seeks a candidate with an established practice within a 30 mile radius of Hendersonville, North Carolina.