PRACTICE FOR SALE:

$5MM AUM | $20,000 GDC in Fairview, NC

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Overview: Advisor seeks to work with a candidate to create a succession plan in case advisor is incapacitated or dies. Advisor would like to have a succession plan in place by the end of 2017.

The ideal candidate has at least 10 years of experience and possess series 7, series 63 and state life insurance licenses. The ideal candidate is familiar with stocks, bonds, mutual funds, life insurance, and annuities. Advisor is interested in candidates from any location as long as they are willing to travel to North Carolina to service clients.

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