$15MM AUM | $150,000 GDC in Fishers, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
221 days old
General
Compatibility
Location
Fishers, IN, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
150
Avg Client Age
48
Overview

Seeking to merge with another advisor for about five years before completely exiting the business. Seeking to identify a successor in the next 1-2 years.

The ideal candidate has at least 5-10 years of experience with a series 7, series 63, and series 26 license. The ideal candidate need to use some kind of financial planning software as well as experience in working with managed money investments, mutual funds, annuities, life and disability insurance. Seeking candidates with an established presence in the state of Indiana.

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