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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,052 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...