Sign up to save your podcasts
Or
Share $30MM AUM | $160,000 GDC In Sacramento, CA
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
$30MM AUM | $160,000 GDC In Sacramento, CA
PRACTICE FOR SALE:
$30MM AUM | $160,000 GDC In Sacramento, CA
View This Listing: https://successionlink.com/advisors/20475/
Ideal purchasing candidate is a Certified Financial Planner, (or on track to achieve designations), with extensive knowledge of life insurance products as well as equities portfolio management. The take-over advisor should have at least two years of experience and be located within a 75 mile radius of Sacramento. The retiring advisor strongly prefers a candidate who is affiliated with (or will seriously consider moving to) B/D firm, Signator Investors, Inc., to greatly ease the merger buy/sell transaction.
View all episodes
By Succession Link
5
22 ratings
PRACTICE FOR SALE:
$30MM AUM | $160,000 GDC In Sacramento, CA
View This Listing: https://successionlink.com/advisors/20475/
Ideal purchasing candidate is a Certified Financial Planner, (or on track to achieve designations), with extensive knowledge of life insurance products as well as equities portfolio management. The take-over advisor should have at least two years of experience and be located within a 75 mile radius of Sacramento. The retiring advisor strongly prefers a candidate who is affiliated with (or will seriously consider moving to) B/D firm, Signator Investors, Inc., to greatly ease the merger buy/sell transaction.