Temporarily closed to new inquiries.
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.