$10MM AUM / $325K Gross Revenue / The bulk of my business is invested in Index and Fixed Annuities. I also have holdings in Mutual Funds, BDCs and REITs. I manage approximately 150 households and 95% of my revenue generated is commission based.
I plan to retire within the next 5 years. However, I would prefer to stay on board for approximately 6-12 months once my successor takes over in order to service the accounts during the transition. My ideal candidate would need to have a series 7, income advisor license, and life license. I would like the engage in correspondence with someone within 25 miles of my current location