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Financial Advisor

$710MM AUM | $3.4MM GDC in Lake Oswego, OR

Member Level
Premier
Last Activity
6 months or more

Business Mix:

45% Comm
55% Fee

General

Location
Lake Oswego, OR, US
12 Month Gross Revenue
$3,400,000
Number of Accounts
5,000
Avg Client Age
60

Overview

We are an Independent firm dually registered as an Independent RIA and with a Broker/Dealer located in the Portland Oregon metro area. We are looking to add advisors that can benefit from our existing systems.

 
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