PRACTICE FOR SALE:
$89MM AUM | $110,000 GDC in Akron, AK
View this Listing: https://successionlink.com/advisors/24436/
Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that
can take over the practice or merge with my firm.
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PRACTICE FOR SALE:
$89MM AUM | $110,000 GDC in Akron, AK
View this Listing: https://successionlink.com/advisors/24436/
Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that
can take over the practice or merge with my firm.
PRACTICE FOR SALE:
$13MM AUM | $100,000 GDC in Erie, PA
View this Listing: https://successionlink.com/advisors/21938/
Overview: Advisor seeks to transition his business to a new owner. Advisor seeks this merger to occur in the next 1-3 years with the advisor staying on for one year to ensure a smooth transition before advisor completely sells business.
The ideal candidate has 5-10 years experience and has a series 7, life, and annuity licenses. A CFP is preferred but not necessary. Candidate should be familiar with variable and equity index annuities and mutual funds. Ideal candidate has an office within a 150 mile radius of Erie, PA
Succession Link
PRACTICE FOR SALE:
$89MM AUM | $110,000 GDC in Akron, AK
View this Listing: https://successionlink.com/advisors/24436/
Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that
can take over the practice or merge with my firm.
