Overview

Series 6 and 63. 10% securities, and 90% Equity Indexed annuities
and fixed annuities.

95% of the client base is in California. The remaining 5% of the client base is in Nevada and Arizona.

The ideal buyer for the practice would have some experience and a Series 7, and be fully credentialed with a Life insurance license.

5 years away from succession. Partially retired at present.

Last Activity
6 months or more
Listing Age
2,417 days old

Business Data

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Clearing Firm / Custodian

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Resources
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