$10MM AUM | $150,000 GDC In San Jose, CA
Aug 21, 2017•1 min
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Episode description
PRACTICE FOR SALE:
$10MM AUM | $150,000 GDC In San Jose, CA
View this Listing: successionlink.com/advisors/23674/
Overview: Advisor seeks to sell business and exit the industry. Advisor seeks to exit the industry in 2018.
The ideal candidate is bilingual (English and Chinese) and has at least 5 years of experience. A Series 6 is necessary and a Series 7 is preferred but not necessary. The ideal candidate has experience with variable annuities and mutual funds. The advisor is interested in candidates who have a California license.
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