PRACTICE FOR SALE:
$10MM AUM | $112,000 GDC in Lake Mary, FL

View this Listing: https://successionlink.com/advisors/22003/

Overview: Advisor seeks to merge with another firm or completely sell book of business and retire. Advisor seeks to succeed in the next five years. 
The ideal candidate has experience working with overseas asset managers and UK financial planning products. Ideal candidate has experience working with British expats and has experience working with asset managers based in Britain.

$21MM AUM | $350,000MM GDC in Richmond, CA

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.