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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Bend, OR, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$50.00
Gross Revenue
$350,000.00
# 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.

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