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Financial Advisor

$19MM AUM | $150,000 GDC in Lake Oswego, OR

Member Level
Lite
Last Activity
today

Business Mix:

15% Comm
85% Fee

General

Location
Lake Oswego, OR, US
12 Month Gross Revenue
$150,000
Number of Accounts
178
Avg Client Age
56

Overview

I run a comprehensive wealth management practice focus on financial planning for high income and high net worth individuals. I am interested in opportunities to buy or succeed a practice for an advisor that is looking to sell and would like to add financial planning services to their existing clients. Licensed CFP & ChFC.

 
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