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
Listing Age
276 days old

Business Data

Blurred Charts

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred