Overview

My business is comprised primarily of managed asset accounts, primarily ETFs and mutual funds. I've been in business for more than 20 years. I do not plan on retiring for another 5-10 years. For now, I'd explore setting up a succession or continuity plan with another advisor.

This advisor would need to be within a 50 mile radius. I have clients in surrounding states and in the immediate area (bulk of them) and I have a personal relationship with them. For this reason, it's important the oncoming advisor could continue this type of relationship.

The smoothest transition would be with someone who is already with Cetera as I do not plan on switching BDs.

Last Activity
6 months or more

Business Data

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