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:
$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.
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.
