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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Medford, OR, US
Fee 0% Commission 100%
$485,000
Gross Revenue
120
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

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