$10MM AUM / $65K Gross Revenue / My book of business is fairly simple and straight forward. I have my clients invested in Fixed, Index and Variable Annuities. I also have them invested in Mutual Funds. I manage 93 accounts and 100% of my revenue generated is transactional based.

I've been in the industry for 22 years now and I'm looking to retire within the next 12-24 months. However, I would prefer to stay on board for approximately 6-12 months in order to service the accounts through the transition. I'd also prefer to have an advisor from LPL be my successor.

Last Activity
within 4 months
Listing Age
102 days old

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