Overview

Primarily annuity based retirement planner with growing AUM business. Looking to merge or sell to another RIA that allows for annuity options in overall financial plan. I am looking to eventually retire and would like another firm to take over current client base. $100+ million in placed fixed annuities currently serving as agent of record. Many are still under contract but will be all penalty-free overtime.

Market
Advisor/RIA
Last Activity
this month
Listing Age
938 days old

Business Data

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