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Financial Advisor   

$63MM AUM | $485,000 GDC in Medford, OR

Member Level
Basic
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Medford, OR, US
12 Month Gross Revenue
$485,000
Number of Accounts
120
Avg Client Age
65

Overview

I currently operate as a junior advisor in a partnership practice with a senior advisor with 35 years of experience and about $63,000,000 in assets mainly in a fee based model using financial planning as a big value driver. We are both licensed for insurance and annuities, but do very little in the space. We are mainly focused on growing our business.

 
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