Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bend, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35.00
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
62
Overview

Been a investment consultant in Bend Oregon for 29 years. I am sole practicing CFP. Have $35mm in Assets. About $350,000 in revenue. Only about 200 accounts.
Looking to partner/sell/ or buy.

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