PRACTICE FOR SALE:  $10MM AUM | $150,000 GDC In San Jose, CA
 View this Listing: successionlink.com/advisors/23674/

Overview: Advisor seeks to sell business and exit the industry. Advisor seeks to exit the industry in 2018.

The ideal candidate is bilingual (English and Chinese) and has at least 5 years of experience. A Series 6 is necessary and a Series 7 is preferred but not necessary. The ideal candidate has experience with variable annuities and mutual funds. The advisor is interested in candidates who have a California license.

$70MM AUM | $500,000 GDC In Bartlesville, OK

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.