PRACTICE FOR SALE:
$13MM AUM | $100,000 GDC in Erie, PA

View this Listing: https://successionlink.com/advisors/21938/

Overview: Advisor seeks to transition his business to a new owner. Advisor seeks this merger to occur in the next 1-3 years with the advisor staying on for one year to ensure a smooth transition before advisor completely sells business.
The ideal candidate has 5-10 years experience and has a series 7, life, and annuity licenses. A CFP is preferred but not necessary. Candidate should be familiar with variable and equity index annuities and mutual funds. Ideal candidate has an office within a 150 mile radius of Erie, PA

$20MM AUM | $85,000 GDC in Butte, MT

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