$63MM AUM | $485,000 GDC in Medford, OR
Member is Interested In:
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.