$10MM AUM | $80,000 GDC in Mishawaka, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
157 days old
General
Location
Mishawaka, IN, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$80,000.00
# of Accounts
300
Avg Client Age
55
Overview

Seeking to succeed my business within the year 2019-2020 to sell my book with a payout over a number of years or cash buy out. Would like to identify a successor immediately.

The ideal candidate has between 5-10 years of experience with a series 24, 66, 6, and 7 license. A CFP is preferred. The ideal candidate is familiar with managed assets, REITs, annuities, and mutual funds. Interested in candidates with an established practice within a 100 mile radius of South Bend, Indiana as well as having Royal Alliance Associates as their broker dealer.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...