Overview

50% Securities and 50% Fixed Annuities. I manage approximately 500 households and as of today approximately 33% of my revenue generated is fee based and is continuing to grow. I've bee in the industry for 30 years now and I'm looking to potentially sell my practice at the right price. Open to staying on board post transaction and open to deal terms. Also interested in Merging with RIA to Grow.


Last Activity
today
Listing Age
276 days old

Business Data

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