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Financial Advisor   

$50MM AUM | $350,000 GDC in Bend, OR

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Last Activity
this week

Business Mix:

40% Comm
60% Fee


Bend, OR, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


30 years doing financial planning based totally on referrals. Wonderful clients who have been with me from the start and have given me their parents and children to help. Business is growing faster than I can keep up and I need licensed broker who is of my mindset to help out and take over some of the clients and still work hard to build their own business.


Has Office Space to Share in Bend, OR

currently redoing the back office 15x20 own entrance and own bathroom. Have nice conference room to share however I tend to use the room 80% of the time

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