Overview

Looking for an immediate continuity plan with the right advisor. The client base has an average age of 60yrs old. The 350 clients breakdown into: 100- A clients, 150- B clients, and 100- C clients. There are approximately 100 securities clients, the rest are insurance clients. There is 1 full time assistant, and 1 part time secretary. The business is run very efficiently and leverages great technology (nearly all cloud based processes and data storage). There is a very unique strategic partnership with credit unions. While a transition is not a deal killer, there is a moderate to strong desire for the buying advisor to transition.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...