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.