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: $7MM AUM | $70,000 GDC in Greensboro, NC
Succession Link
1 minute 33 seconds
8 years ago
PRACTICE FOR SALE: $7MM AUM | $70,000 GDC in Greensboro, NC
PRACTICE FOR SALE:
$7MM AUM | $70,000 GDC in Greensboro, NC
View this Listing: https://successionlink.com/advisors/23523/
Overview: Advisor seeks to completely sell book of business and retire. Advisor seeks to complete transaction in the next two years.
The ideal candidate has between 5 and 10 years of experience and is familiar with mutual funds, equities, bonds, etfs, and REITs. Advisor seeks a candidate with an established office in a state east of the Mississippi River.
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.
