Overview

want to merge or sell to an individual or a Firm. Want to retire in the next 2 to 5 years. Ideal would be to sell or merge and stay for 3 years for a smooth transition.
Candidate must have series 7, 63,65 and have at least 5 years of experience in money management. Office must be located in Bay area preferably in South bay or Peninsula.
CFP designation is not must but is a Plus.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,147 days old

Business Data

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Clearing Firm / Custodian

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