PRACTICE FOR SALE:
$30MM AUM | $160,000 GDC In Sacramento, CA
Ideal purchasing candidate is a Certified Financial Planner, (or on track to achieve designations), with extensive knowledge of life insurance products as well as equities portfolio management. The take-over advisor should have at least two years of experience and be located within a 75 mile radius of Sacramento. The retiring advisor strongly prefers a candidate who is affiliated with (or will seriously consider moving to) B/D firm, Signator Investors, Inc., to greatly ease the merger buy/sell transaction.