Overview

My book of business is comprised of Mutual Funds and various types of Annuities (Variable, Fixed and Fixed Index). I manage approximately 40 households and 65% of my revenue generated in fee based. I also run a tax practice as well and would prefer to make a sale of both practices simultaneously.

I've been in the industry for 26 years now and I am looking to retire within the next 1-2 years. I'm currently splitting my time between Pittsburg, PA. and Fort Lauderdale, FL. My clients are heavily populated in these two areas. However, I do work with clients nationwide.


Last Activity
within 4 months
Listing Age
302 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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Insurance Business

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Technology Solutions

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CRM Systems

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