$5MM AUM | $50,000 GDC in Lake Oswego, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
201 days old
General
Listing Type
Buyer
Location
Lake Oswego, OR, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
10
Avg Client Age
55
Overview

I have been an OSJ field leader for 13+years, helping advisors build their books of business, while being responsible for compliance/OSJ of the branch. Company policy has only allowed for a minimum amount of households under management. Although I do not have many clients, I coach and train experienced advisors on Financial Planning, Practice Management, Insurance, Investments, and case development. I am looking to step away from leadership and go back to working with clients full time.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...