Overview

20 % of the practice is fee based, 30 % is annuities, and 50 % of the practice is 12b-1 trailers revenue from mutual funds.

The bulk of the client base are in the home state.

The buyer should have at least 10 ten years of experience in the financial services industry.

The buyer could pay the practice over 5 years with 50 % down payment.

Last Activity
6 months or more
Listing Age
2,367 days old

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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