Join or Login for Access

SL advisors Listing
Financial Advisor   

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

Member Level
Premier
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
Bend, OR, US
12 Month Gross Revenue
$350,000
Number of Accounts
500
Avg Client Age
60

Overview

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

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging