Overview

Advisor seeks to completely sell book of business with a gradual fade-out of advisor from the company. Advisor seeks to identify a successor in the next six months.

The ideal candidate has at least 5 years of experience, a CFP, series 7, and series 66. The ideal candidate is familiar with annuities, covered call options, and has discretionary authority with their firm. Advisor is interested in candidates with an established practice within a 60 mile radius of Santa Rosa, California.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
1,028 days old

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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