Overview

Seeking to merge with another firm or become a successor at another firm. Seeking to merge with another firm immediately.

The ideal candidate has between 5-10 years of experience with a series 7 license. A CFP is preferred, but not required. The ideal candidate has familiarity with transitioning clients to fee based as well as familiarity with mutual funds, annuities, and general securities. Advisor seeks candidates within a 100 mile radius of Benton Harbor, Michigan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
1,316 days old

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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