California Fee-Based Practice For Sale

California Fee-Based Practice For Sale

Registered Representative for Sale

This is an opportunity to acquire an Ameriprise practice in Northern California with 174 long-tenured households. The opportunity within this practice is endless – with over 30% of the AUM being held within the LGBTQ community and/or physicians/RNs, as well as a consistent center of influence and a practice that could easily be converted to fee-based assets.

The owner is looking for a successor that is part of the Ameriprise network, has their CFP© designation, and is a good fit for their client base.

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