Registered Representative For Sale
This is a great opportunity to acquire an established, turnkey practice with 119 core households, nearly all of whom are local. There is also an additional opportunity with approximately 32 non-core households holding an additional $835,000 in AUM. The book of business does not require any overhead expense to be retained.
The seller is looking for an experienced firm that has experience in wholistic planning. Very simple and clean practice, with a seller that is willing to support the transition for up to 12 months to ensure client retention.