Overview

I am a male, 46-year-old sole practitioner with 26 years experience. I am looking for the possibility of bringing on a business partner with a CFP but not required. I would desire someone with a series 62 or 7 in addition to 65. The business partner who is an ideal candidate would buy my practice within 10 years. I have always finished in the top 10 with my Broker-Dealer and do seminar marketing 9-10 months out of the year. The ideal partner candidate must be willing to work long hours as do I. I "could" also be willing to sell for the right price but am mostly interested in finding a partner/successor. The potential business partner MUST be gay-friendly.
I have a great office in Buckhead @ Monarch Plaza with one full-time unlicensed staff person who has been with me for 3 years.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...