Overview

Business has two parts, one is an RIA business with two reps, totally fee based , and the other is a financial services business with one advisor and an assistant where business is 100% commission based. The advisor is also life, health,
and variable annuity licensed. Advisor has a series 24 and does options as well.
Looking to find someone who is licensed as both an RIA advisor ( rep ) and series 7 who is under 55, and looking to join
the business, with the strong possibility of eventually taking over the entire business.

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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