Overview

$21MM AUM / $90K Gross Revenue / The bulk of my book of business (50%) is invested in Mutual Funds. The rest of my book is pretty well diversified between Annuities, 3rd Party Money Management, Life Insurance and Long Term Care. I manage 140 households and 25% of my revenue generated is fee based.

I've been in the industry for 34 years now and will be looking to retire within the next 2 years. However, I would prefer to stay on board for approximately 3 months in order to service the accounts through the transition. I will also be looking to have an Ameriprise Financial Advisor buy me out in a one lump sum payment.


Last Activity
6 months or more
Listing Age
438 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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