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Financial Advisor   

$60,000 AUM | $500 GDC in Tigard, OR

Member Level
Lite
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Tigard, OR, US
12 Month Gross Revenue
$500
Number of Accounts
300
Avg Client Age
56

Overview

Looking to find other Financial Advisors who are interested in exploring ways to grow our businesses together through shared management - we specialize in fixed income. We have found success in shared management (managing the fixed income needs of other Advisors' clients), and would be interested in pursuing these types of relationships further with other Financial Advisors who custody with TD Ameritrade.

 
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