$25MM AUM | $206,000 GDC in Staunton, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
63 days old
General
Compatibility
Location
Staunton, VA, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$206,000.00
# of Accounts
190
Avg Client Age
62
Overview

Seeking to identify a successor to join firm for 2-3 years before advisor and partner exit the business. Seeking to identify a successor immediately.

The ideal candidate has at least three years of experience, health insurance license, life insurance license, series 7 and series 66. The ideal candidate should be familiar with annuities and managed money, although open to expanding firm offerings. Interested in candidates who have or will have a full-time physical presence in the state of Virginia.

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