$25MM AUM | $150,000 GDC in Salem, OR

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Salem, OR, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
125
Avg Client Age
62
Overview

I work to provide exceptional personalized service to individual investors. I'm looking to expand my practice by connecting with a seller who wants to ensure their clients are well-cared for and are receiving the attention they deserve.

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