Overview

I am a 401K expert. Obviously, the majority of my book of business is invested in Mutual Funds. I do have some Variable Annuities on the books and very little Life Insurance (75 Accounts) and Long Term Care (24 Accounts). I have approximately 300 Wealth Management Accounts and approximately 100 401K Accounts. 100% of my revenue generated is commission based.

I'm looking to merge with a firm or an advisor that could potentially end up being my succession plan. I'm also open to making a straight sale of my book if I can come to good terms with the buyer. In the latter case, I would want to stay on board for at least 3-6 months during the transition in order to service the account.

Last Activity
within 3 months
Listing Age
988 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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