Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
702 days old
General
Location
Beaverton, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,800,000.00
Gross Revenue
$40,000.00
# of Accounts
120
Avg Client Age
45
Overview

My book of business consists of families primarily in Oregon, Washington, California and Texas. I've built my practice from scratch through personal relationships, referrals and local events. I'm now looking to acquire a practice to complement my own so that I can be a bigger resource for other families in our community.

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