$22MM AUM | $300,000 GDC in Flagstaff, AZ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Seller | Succession
Location
Flagstaff, AZ, US
Fee 0% Commission 100%
$300,000
Gross Revenue
120
# of Accounts
55
Avg Client Age
Overview

Seeking one of two situations. 1) Completely sell book of business for 4 times the average of the last three years of revenue or 2) merge with a firm and completely sell book of business in the next 3-5 years. Advisor seeks to identify a succession in the next year.

The ideal candidate is a TD Ameritrade cleared firm that understands insurance products and has at least 8 years of experience and an MBA and/or CFP is preferred. Advisor seeks candidates with an established presences in Arizona.

Extended Profile Information

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