Overview

Seeking to merge with a firm for 5-10 years before completely selling book of business. Seeking to identify a successor in the next 6 months or sooner.

The ideal candidate has at least 5 years of experience and must be a CPA. The ideal candidate is familiar with mutual funds, exchange traded funds, tax products, and financial planning. Seeking a candidate with an established practice within a 200 mile radius of Oregon City, OR.

Market
Advisor/RIA
Last Activity
within 4 months

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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