Overview

Mainly looking for a quality successor to anticipate my retirement in 6 years. Business emphasizes good risk/reward returns. I do very little financial planning, which leaves opportunity for expansion by junior partner. Willing to buy a nearby book to make the business grow and give new partner additional assets. Best result would have a young, 5 to 10 year broker come in and buy the practice in 5 to 8 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
845 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...