Overview

Seeking to merge with another firm for about 2 years before completely exiting business. Seeking to identify a successor in the next six months.

The ideal candidate has at least 10 years of experience. A CFP is preferred but not required, and the ideal candidate should be familiar with fee based accounts, mutual funds, stocks, and annuities. Seeking candidates within a 150 mile radius of Mexico, Missouri.

Last Activity
6 months or more

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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