Overview

We are looking for representatives of extremely high character, selling a quality book in CA, willing to help move the book across, probably structured as a short-term "Earn-Out" method.

We have purchased two books of business under this method so far with extremely high retention rates, benefiting then both buyer and seller. One partial-book seller was so pleased, now three years in, he is wanting to sell us even more of his book.

We are in our 33rd year, with our own in-house succession established, and a very strong reputation, experiencing 14% annualized business growth for the last 10 years.

We provide Financial Planning and other services as a value added part of the IA management service/experience. We are now excepting only IA business and converting over the small remainder of non-IA business to IA.

We have built the business on very warm, personalized approaches to client relationships. Our organic growth is from client, CPA, and Attorney referrals.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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