Overview

Seeking to identify a successor to merge with and initiate a gradual buyout in case of health problems. Seeking to identify a successor immediately.

The ideal candidate is completely licensed in series 6 and series 7 with an established and thriving practice. The ideal candidate has experience with managed money, annuities, life insurance, long term care, and disability insurance. Wish to speak to candidates with an established practice in Fresno, CA or Clovis, CA.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,562 days old

Business Data

Blurred Charts

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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