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Financial Advisor   

$300,000 AUM | $15,000 GDC in Happy Valley, OR

Member Level
Premier
Last Activity
2 weeks

Business Mix:

90% Comm
10% Fee

General

Location
Happy Valley, OR, US
12 Month Gross Revenue
$15,000
Number of Accounts
15
Avg Client Age
57

Overview

I am an independent RIA wishing to acquire & develop AUM clients. The majority of my current income is from commissions and planning fees.

 

Looking for Office Space in Happy Valley, OR

Looking for shared conference room (Minimum 20 seats) and meeting room (3-4 seats) to hold workshops and classes and then meet with resulting potential new clients in later appointments. This would be at least once/month.

Contact to discuss details
 
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