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4MM AUM | $35,000 GDC in Boca Raton, FL
PRACTICE FOR SALE:
$4MM AUM | $35,000 GDC in Boca Raton, FL
View this Listing: https://successionlink.com/advisors/24435/
Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year.
The ideal candidate has a series 7 license and a CFP is preferred but not necessary. Ideal candidate should be familiar with general securities, variable annuities, and mutual funds. Advisor is only interested in candidate with an established presence in the tri-county area of Palm Beach, Dade, and Broward.
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By Succession Link
5
22 ratings
PRACTICE FOR SALE:
$4MM AUM | $35,000 GDC in Boca Raton, FL
View this Listing: https://successionlink.com/advisors/24435/
Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year.
The ideal candidate has a series 7 license and a CFP is preferred but not necessary. Ideal candidate should be familiar with general securities, variable annuities, and mutual funds. Advisor is only interested in candidate with an established presence in the tri-county area of Palm Beach, Dade, and Broward.