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Financial Advisor   

$4MM AUM | $40,000 GDC in Salem, OR

Member Level
Premier
Last Activity
within 2 months

Business Mix:

90% Comm
10% Fee

General

Location
Salem, OR, US
12 Month Gross Revenue
$40,000
Number of Accounts
100
Avg Client Age
40

Overview

I am a Financial Advisor with Northwestern Mutual Wealth Management Company with a CLU designation. In addition to investments, I focus on Life, Disability, and Long Term Care insurance. Most of my practice has been in insurance and I want to expand the investment footprint. I plan to stay with NM as my Broker Dealer but would like to expand my practice through acquisition, possibly including a young professional to team up with.

 

Has Office Space to Share in Salem, OR

Office or cubicle space available for new people joining our team. Moving to larger space.

Contact to discuss details
 
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