Overview

I have recently left the wealth management industry where I was working for one of the largest banks. I left to pursue another opportunity which was my choice. I am Series 7, Series 66, and CA Health/Life Insurance licensed. I have a clean record with no complaints after almost 10 years in the business. I love the business and want to stay involved in the wealth management field. I am looking to potentially buy a low maintenance small book of business in the $10million to $40million AUM range. Ideally I'd like the business to be 100% managed money as I do not have the time to commit to stock picking. Looking to see what Succession Link has to offer. Thank you.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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