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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity
Location
Tigard, OR, US
Fee 0% Commission 100%
Gross Revenue
$500.00
# 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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