Overview

Succession plan in place and is currently interested in backup offers. Seeking to completely sell book of business and retire in the next 4-5 years.

The ideal candidate operates on a fee only basis with no commissions or referral fees. The ideal candidate is a member of NAPFA and a CPA or CFP with at least 15 years of experience is preferred. The ideal candidate has experience in financial planning and investment management oversight. Advisor is only interested in candidates with established practices in Arizona, Utah, New Mexico, or Colorado.

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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