Overview

Seeking to merge with a larger firm who will purchase all assets. Seeking to remain with merged firm to handle all marketing and lead generation. Seeking to identify a successor immediately.

The ideal candidate is a larger firm that has the capacity to manage 10 employees and 16 offices. The ideal candidate is familiar with ETFs, annuities, mutual funds, and REITS. A firm with CFPs is preferred, but not necessary. Seeking offers from firms across the country.

Last Activity
today

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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