$25MM AUM | $175,000 GDC in Bend, OR

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
390
Avg Client Age
59
Overview

Practice that incorporates, stocks, bonds, mutual funds, fee-based, planning, variable and fixed annuities. Focus on retirement income planning and tax-advantaged wealth accumulation.

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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