Overview

I am an IAR, my clients primarily invested in Mutual Funds with some invested in Annuities. I manage approximately 75 households with most of my revenue coming from Advisory, roughly 80% of my revenue is fee based. I've been in the industry for 21 years now and looking to sell my book within the next year or two. I'd also be looking to stay onboard and service the accounts through the transition for as long as that process takes. However, I do want to be completely retired by December 2025.


Last Activity
within 6 months
Listing Age
239 days old

Business Data

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Mutual Funds

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