Overview

Looking to work with an individual for three years and then completely sell book of business and retire.
Ideal client has an advanced understanding of technology and would be working with current clients for 10-15 years. Clients are accustomed to an ‘old-fashioned’ work style that includes periodic house calls. Ideal candidate has 663 and 667 designations and have experience with managed money and fee based business. Ideal candidate should be comfortable working in a fee based environment. Experience with non correlated assets and alternative investments is key. Only considering candidates based in Texas and/or Oklahoma.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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