Overview

Seeking to merge with another firm for 1-2 years before completely selling book of business. Seeking to identify a successor in the next six months.

The ideal candidate understands both fee for services and commission with an emphasis on converting current customers to fee based. The ideal candidate has five years experience or more and a series 7 is required. Only interested in candidates with an established practice within the nine counties that make up the San Francisco Bay Area.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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