Overview

Seeking to completely sell book of business and stay on with the new firm for 1-2 years to facilitate client transition. Seeking to identify a successor in less than one year.

The ideal candidate has at least three years of experience. Interested in candidates with an established presence within a 20 mile radius of Sun City Center, Florida.

Market
Advisor/RIA
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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