CPA $250,000 AGR in Santa Clara, CA

Market
CPA
Member Level
Basic
Last Activity
6 months or more
General
Location
Santa Clara, CA, US
Listing Type
Find Successor
Gross Revenue
$250,000.00
Credentials
EA
Services
Tax, Financial Advisory
# of Accounts
100
Avg Client Age
60
Overview

Ideal successor would have experience servicing clients in both a Tax and Financial Advisory capacity. Series 7 and 63/65 or 66 and California Insurance license are necessary and would require potential successor to join/affiliate with my current broker dealer.

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