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.

Last Activity
6 months or more
Listing Age
1,763 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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