Overview

This is an alternative investments/annuities business that has been up and running for 10 years. Ready to find a successor and retire, with a decent lumpsum and a payout. Ready to take the best offer. Decreased time in the office over the past couple of years. Licensed in 10 states but the majority of the business is local. Ideally, the buyer would be local and able to stay in the office especially for the transition. The ideal buyer would need series 6, 62, 63, and 22.

Last Activity
6 months or more
Listing Age
2,289 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...