$32MM AUM | $180,000 GDC in Maitland, FL

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Overview: Advisor seeks to merge with another advisor or firm and with with them for a few years before selling book of business and retiring. Advisor seeks to find someone to merge with immediately.

The ideal candidate is focused on equity markets, has at least 10 years of experience, a series 7 license, and familiarity with stocks and bonds. Advisor seeks to speak with candidates who have an established practice within 50 miles of Orlando, Florida.

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