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.