Overview

We are a small team of 2 advisors and 2 staff members. We do financial planning and manage assets. Most of our accounts managed accounts fee base. We are looking to grow by merging or acquiring practices in the Eugene area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Nov. 22, 2016

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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