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Financial Advisor

$32MM AUM | $340,000 GDC in Portland, OR

Member Level
Basic
Last Activity
6 months or more

Business Mix:

18% Comm
82% Fee

General

Location
Portland, OR, US
12 Month Gross Revenue
$340,000
Number of Accounts
544
Avg Client Age
47

Overview

I am looking succession and practice purchase opportunities. This can be in the form of a purchase or a retirement transition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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