$7.4MM AUM | $78,000 GDC in Oregon City, OR

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Oregon City, OR, US
Fee 0% Commission 100%
Gross Revenue
$78,000.00
# of Accounts
90
Avg Client Age
60
Overview

I transitioned out of Edward Jones in April 2016. I have about 8 years in the financial industry. I love what I do and am looking to expand more.

I am exploring acquisitions as well as my traditional means of growing my practice. I am a full service, client-focused firm. I offer a wide variety of options to meet the present and growing needs of our present and future clients.

I work in all lines of investments as needed, Life Insurance (for income and protection), LTC, Estate Planning (and strategic implementation), business consulting, and career coaching. My business has grown primarily from referrals as a result of our high focus on service.

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