[OR-1827] Oregon Registered Representative for Sale

[OR-1827] Oregon Registered Representative for Sale

Succession Resource Group is working with a registered representative based in Oregon that is looking for a buyer to acquire the business. The company provides investment management, asset consolidation, risk assessment and estate planning to its 138 loyal households.

The owner’s primary focus is to find a successor that is a good fit for the clients. The owner is willing to stay with the firm to aid in the transition of the client base, and has no required expenses that buyer would have to keep such as a lease or employees.

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