Overview

80% Annuities and roughly 20% Mutual Funds. I have a one 30 year old 401K plan that's currently worth $5MM and manage approximately 230 households and 100% of my revenue generated is commission based. I've been in the industry for 41 years now and would like to retire within the next or two at most. I would also be looking to out right sell the rights to my book of business in one transaction.


Last Activity
today
Listing Age
267 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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