Overview

Seeking one of two situations. Seeking to sell ½ book of business and work on other ½ for 5 years before completely selling book of business. Alternatively, merge with another advisor for 2-4 years before completely selling book of business. Would like to identify a successor immediately.

The ideal candidate has at least 3-5 years experience with a series 7, series 66 and insurance license. A CFP is preferred but not required. The ideal candidate should be familiar with general financial planning, mutual funds, and general securities. Seeking candidates with an established presence in Orange County, CA. Alternatively, would be interested in speaking to candidates who wish to establish an office in Orange County, CA.

Market
Advisor/RIA
Last Activity
2 weeks

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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