Overview

We are a fee-based asset management and Financial Planning firm.(Still have 1 advisor with a brokerage license for legacy assets) Looking to perhaps acquire or merge a smaller practice, possibly even bringing a junior advisor on as well. We have office space for multiple advisors and staff. We are the Portland, OR extension of Carson Wealth Management. We custody at TDA for our advisory assets and Pershing for brokerage. Looking for other like minded advisors to build out our ensemble practice.

Last Activity
2 weeks

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