Overview

I live in Bend, but came from Lake Oswego. I still have business there, and want to grow it. I would like to acquire a small firm with mostly Financial Planning/Advisory clients, some Variable Annuity Business is fine. I also am a Pension Specialist, so Defined Contribution or DB plans are OK for me. I own a Hybrid RIA, have a personal BD relationship with United PLanners for securities business only. PLanning and Advisory are outside of BD.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

Business Data

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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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Insurance Business

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Technology Solutions

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CRM Systems

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