Overview

Advisor seeks to merge with another firm for 5-10 years before completely selling book of business. Advisor seeks to identify a successor in the next 5 years.

The ideal candidate must have a CFP, have at least 10 years of experience, and work on a fee-based platform. Familiarity with mutual funds and managed products is preferred. Advisor seeks to speak to candidates with an established practice in Boston, MA and/or Cape Cod, MA.

Last Activity
6 months or more

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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Resources
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