Securities America

Practice Acquisition Opportunity- Modesto

Modesto, California
March 27 2018

Looking to acquire an established, successful practice? This California firm could be just what you’re searching for.

Thorson Financial Estate Management, a full-service financial firm in Modesto, California, is seeking a fully licensed financial advisor interested in acquiring the practice in 5-7 years. Through its independent advisory and brokerage firm, Securities America, Thorson Financial offers a wide range of products and services to individuals and business owners. The experienced and knowledgeable team provides custom income strategies with personalized legacy planning for retirees and preretirees.

Interested individuals must have:

  • Series 7, 65 OR 66 licenses
  • Five years experience
  • A $10 million book of business (compensation will also include a base salary)
  • Willingness to work with a team

To learn more about Thorson Financial Estate Management, go to or APPLY TODAY for consideration.

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Do you currently have an active Series 7 AND 65 OR 66 License?

Do you currently have $10MM AUM?

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