PRACTICE FOR SALE:
$20MM AUM | $50,000 GDC in Nassau County, NY

View this Listing: https://successionlink.com/advisors/21872/

Overview: Advisor seeks to bring on a candidate and work with them for one year before Advisor completely sells book of business. Advisor would like this transition to take place in the next 1 - 5 years.
The ideal candidate is a people person. Although a CFP is desired, it is not required. Ideal candidate should have at least 5 years of experience and familiarity with mutual funds and bonds. Advisor is only interested in candidates in New York, New Jersey, and Connecticut.

$13MM AUM | $100,000 GDC in Erie, PA

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