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$10MM AUM | $150,000 GDC in Meridian, ID
PRACTICE FOR SALE:
$10MM AUM | $150,000 GDC in Meridian, ID
View this Listing: https://successionlink.com/advisors/21295/
Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/casualty agency/agents, and a cfp.
Ideal candidate has series 7 and 65 registered with Insurance licenses with experience transitioning clients from commission to a fee based model. Candidate must have experience with NON-ERISA 403b accounts and must have a relationship with Fidelity. The ideal candidate should be located in Las Vegas or willing to open an office to Las Vegas.
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By Succession Link
5
22 ratings
PRACTICE FOR SALE:
$10MM AUM | $150,000 GDC in Meridian, ID
View this Listing: https://successionlink.com/advisors/21295/
Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/casualty agency/agents, and a cfp.
Ideal candidate has series 7 and 65 registered with Insurance licenses with experience transitioning clients from commission to a fee based model. Candidate must have experience with NON-ERISA 403b accounts and must have a relationship with Fidelity. The ideal candidate should be located in Las Vegas or willing to open an office to Las Vegas.