$21MM AUM | $200,000 GDC in Lake Oswego, OR

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Continuity
Location
Lake Oswego, OR, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# 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.

Extended Profile Information

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