$11MM AUM | $30,000 GDC in Tulare, CA
Member is Interested In:
Partial practice sales within the next 6 to 12 months.
Almost all mutual funds in both brokerage accounts and direct with the mutual fund companies.
Some decent sized simple IRA plans with multiple participants. Few Variable annuities.
Terms are flexible however preference given to up front buyer, but a portion of the purchase price can be paid over time.