[WA-1882] Washington Independent Registered Representative for Sale

[WA-1882] Washington Independent Registered Representative for Sale

Succession Resource Group is working with an independent registered representative based in Washington that is looking for a buyer to acquire the business. The company provides financial planning and advice using fees, mutual funds, annuities, to service their 168 loyal households.

The owner is looking for a successor that is a good fit for the clients and is willing to stay with the firm to aid in the transition of the client base.

Next Steps:

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