My business is comprised of strictly mutual funds. I’m strictly commission based. I’m using Succession Link to network with other advisors as I’m only interested in setting up a continuity plan at some point in the future. I’m not looking to sell my business within the next 5 years.
The ideal advisor would need to be local to Fredericksburg, VA or within a 10 mile radius of Fredericksburg, VA. The ideal person would need a series 6 & 63 license.
**Listing numbers only reflect my financial advisory side. I also have an accounting/tax side that generates other income.
See my CPA Market listing here: (place URL here)