))
4MM AUM | $35,000 GDC in Boca Raton, FL
Manage episode 189744837 series 1532843
Content provided by Succession Link. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Succession Link or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
…
continue reading
35 episodes
Share
