Overview

50% fee based practice and 50% commission based practice 35% equities, 10% UIT's 10% insurance 45% mutual fund 12B-1s. The bulk of the client base is in California the remaining clients are in Hawaii and New Jersey. Looking to find successor and retire within 1 year. Open to terms and earn out.

Last Activity
this week
Listing Age
621 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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Insurance Business

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Technology Solutions

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CRM Systems

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