[CA-1731] California Registered Representative for Sale

[CA-1731] California Registered Representative for Sale

Succession Resource Group is working with an independent registered representative practice based in Los Angeles, California that is looking for a buyer to acquire the business. The company provides investment management and insurance to its 92 loyal households, who have been with the advisor for approximately 11 years. The practice earned $100K in 2016, 98% from recurring revenue. The owner is looking for a successor that is a good fit for its clients; someone who builds strong relationships with their clients, is attentive to client needs, and who provides investment strategies to meet the client’s needs. The owner is willing to stay with the firm to aid in the transition for up to six months.

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