$8MM AUM | $60,000 GDC in Santa Rosa, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
287 days old
General
Location
Santa Rosa, CA, US
Listing Type
Find Successor
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$60,000.00
# of Accounts
87
Avg Client Age
61
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.

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