Overview

60 % fee based and 40 % commission based. 1 % trail annuities and the rest is insurance and mutual funds.

The clients are in North Carolina and 1 client is in New York 1 in Mississippi one in Maryland one in Georgia and one in South Carolina.

The ideal terms - 20 % - 30 % down and finance the rest of the sale.

I am looking for similar or smaller sized firm to merge with and/or acquire to grow my practice. If a younger advisor to create a succession plan. Based on family longevity and personal health I realistically have another 20 years in this industry.

Last Activity
within 3 months

Business Data

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