Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Bellevue, WA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$1,030,000.00
# of Accounts
375
Avg Client Age
50
Overview

I am a full service, comprehensive, independent financial planner, and I work at a firm in Bellevue with 20 other independent financial planners. My main focus with my clients is financial and estate planning, advisory services, and insurance planning. My goal on this site is to locate a financial advisor who is looking for a service based advisor to buy his/her practice.

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