Overview

Seeking to merge with a candidate who is willing to work for 1-2 years before I sell the book of business to candidate and then completely retire. Seeking to complete this transaction by the end of the year.

The ideal candidate is a member of Summit Brokerage, is a Certified Financial Planner, and has experience working in a fee based structure. The ideal candidate will have at least 10 years of experience as well as knowledge of annuities, alternative investments, mutual funds, stocks and bonds. Interested in candidates who are willing to work full time in West Virginia.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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