Overview

Financial planning firm. Registered investment advisor. Specialize in retirement accounts, rollovers. Work with a lot with teachers and educators.

Bulk of client base is located in Southern California.

Ideal buyer is a licensed series 7 rep with securities license, principal's license and already has book of business with 10 years of experience. No client complaints against record.

Payment over time is acceptable. Terms are negotiable.

Succession timeline is within 2 years.

Last Activity
6 months or more

Business Data

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