$8MM AUM | $75,000 GDC in Springfield, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Springfield, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$75,000.00
# of Accounts
60
Avg Client Age
60
Overview

Looking to buy a practice or perhaps merge with another firm where I can design retirement income and estate plans. I am a series 7 wealth manager with a small practice devoted to my clients in several states. Comprehensive planning skills and a desire to still grow and assist more people achieve their dreams with less stress.

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