EPISODE · Sep 19, 2017 · 1 MIN
PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL
from Succession Link · host Succession Link
PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL View this Listing: https://successionlink.com/advisors/22003/ Overview: Advisor seeks to merge with another firm or completely sell book of business and retire. Advisor seeks to succeed in the next five years. The ideal candidate has experience working with overseas asset managers and UK financial planning products. Ideal candidate has experience working with British expats and has experience working with asset managers based in Britain.
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PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL
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