$20MM AUM | $50,000 GDC in Nassau County, NY
Succession Link5 Loka 2017

$20MM AUM | $50,000 GDC in Nassau County, NY

PRACTICE FOR SALE: $20MM AUM | $50,000 GDC in Nassau County, NY View this Listing: https://successionlink.com/advisors/21872/ Overview: Advisor seeks to bring on a candidate and work with them for one year before Advisor completely sells book of business. Advisor would like this transition to take place in the next 1 - 5 years. The ideal candidate is a people person. Although a CFP is desired, it is not required. Ideal candidate should have at least 5 years of experience and familiarity with mutual funds and bonds. Advisor is only interested in candidates in New York, New Jersey, and Connecticut.

Jaksot(35)

$89MM AUM | $110,000 GDC in Akron, AK

$89MM AUM | $110,000 GDC in Akron, AK

PRACTICE FOR SALE: $89MM AUM | $110,000 GDC in Akron, AK View this Listing: https://successionlink.com/advisors/24436/ Overview: I am a successful advisor with a stable client base. We are still gro...

20 Loka 20171min

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transacti...

20 Loka 20171min

$36MM AUM | $325,000 GDC in Leonardtown, MD

$36MM AUM | $325,000 GDC in Leonardtown, MD

PRACTICE FOR SALE: $36MM AUM | $325,000 GDC in Leonardtown, MD View this Listing: https://successionlink.com/advisors/24421/ Overview: Advisor seeks to transition out of the industry in 4-5 years. A...

17 Loka 20172min

$30MM AUM | $175,000 GDC in Waukesha, WI

$30MM AUM | $175,000 GDC in Waukesha, WI

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely sellin...

17 Loka 20171min

4MM AUM | $35,000 GDC in Boca Raton, FL

4MM AUM | $35,000 GDC in Boca Raton, FL

PRACTICE FOR SALE: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year ...

17 Loka 20171min

$30MM AUM | $250,000 GDC in Century City, CA

$30MM AUM | $250,000 GDC in Century City, CA

PRACTICE FOR SALE: $30MM AUM | $250,000 GDC in Century City, CA View this Listing: https://successionlink.com/advisors/23627/ Overview: Advisor seeks to affiliate with another firm to gain tech supp...

13 Loka 20171min

$10MM AUM | $150,000 GDC in Meridian, ID

$10MM AUM | $150,000 GDC in Meridian, ID

PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immed...

12 Loka 20172min

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

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

PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two y...

5 Loka 20171min

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