Posting Details

Financial Services Firm For Sale - San Mateo County

We are a small registered investment advisory firm with 50 loyal clients in the Bay Area and has been in business since October, 2007. Current owner has been in the investment advisory business since 2002 and manage the investment portfolios through TD Ameritrade from Rocklin, California.

Our core service is in asset management for individuals and mainly invest in individual stocks and ETFs.

Owner is in the process of retiring from this business and want to find a suitable person to take over the business. Training and licensing sponsorship will be provided if necessary.

Most of our clients are in East & South Bay, Peninsula and San Francisco. Key services are financial planning, investment strategy design, implementation and management. Required license is series 65 (we can sponsor for licensing).

About 50% of our clients can speak Chinese (mandarin or Cantonese ) as well as English. Average age of clients is about 50.

We look for someone who are:

* ethical
* responsible
* enjoy helping others
* experience no required (training will be provided)
* new college graduates are welcome

Feel free to include your resume and introduce who you are.

Thank you
The listing # 199187 Financial Services Firm - San Mateo County below is currently OFF THE MARKET due to that it is either in escrow at this time or has recently been sold. For more businesses for sale that are like this Financial Services Firm in San Mateo County please see a sample of BizBen active listings below and links to all similar listings on BizBen.com.

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