Overview

90 % fee based on the new business.

70 % commission based in mutual funds and annuities the other 30 % is in fee based advisory.

Would consider a merger succession candidate.

The ideal merger/succession candidate for this advisor would be client centric, and a full service financial advisor/planner.

Would need 10 years of experience in the financial services industry.

Last Activity
2 weeks

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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Resources
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