Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
804 days old
General
Location
Corvallis, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$5,997,700.00
Gross Revenue
$54,793.00
# of Accounts
74
Avg Client Age
65
Overview

Mary Dail has been in the business for 13 yrs. After building a book at a financial institution for 8 years, before being recruited by a new BD starting my own DBA/LLC. I work out of an office in Corvallis, Oregon and am looking to purchase a book near the Linn, Benton, and Marion Counties of Oregon. My objective is to build my client base and focus primarily in the fee-based arena. I approach clients from a wholistic view helping them with more than simply insurance & retirement planning. I'm well connected with estate planning attorneys, and CPAs to assist with those matters. I also help with social security and medicare info, directing clients as needed. I look forward to connecting with an advisor of similar approach and mindset who is considering selling their practice. Please reach out to me if you are interested in chatting or if you know someone who may be interested.
Thank you,
Mary Dail

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