$5MM AUM | $20,000 GDC in Fairview, NC

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Seller
Location
Fairview, NC, US
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
36
Avg Client Age
47
Overview

Seeking to work with a candidate to create a succession plan in case advisor is incapacitated or dies. Would like to have a succession plan in place by the end of 2017.

The ideal candidate has at least 10 years of experience and possess series 7, series 63 and state life insurance licenses. The ideal candidate is familiar with stocks, bonds, mutual funds, life insurance, and annuities. Interested in candidates from any location as long as they are willing to travel to North Carolina to service clients.

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