Overview

Willing to switch BD's to join seller's, ideally to take over the retiring advisor's practice, over time. This means no repapering of seller's clients and total client retention. I will still pay up-front though, if that is the seller's desire. Also, I am willing to overpay for the right fit.

This is a one advisor firm with over 20 years experience with offices in Atlanta, GA and Mobile, AL.

Also wanting to speak with advisors looking to exit in 3-7 years that will consider a succession plan now, consisting of a first right of refusal / buy-out option should something happen to the seller, since I'd be joining that seller's BD.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
468 days old

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