Overview

I'm an RIA firm, with long-term buy and hold clients. I have an extremely faithful client base who are prepped to sit tight when a market correction occurs.

I'm looking to buy a practice of an exiting advisor who shares this same philosophy. The way I would be willing to do this is if the advisor is willing to introduce me into their current review appointment process so the client can get to know me over a period of time as the advisor's successor. I'm looking to buy an A share book, fee-based book, or combination of the two. I'm not interested in buying a book of mostly annuities. Ideal selling advisor will be near Meadows road in Lake Oswego, but that's not a deal breaker. I'm happy to come to your office for all review appointments, until the transition is finally made.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...