Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
638 days old
General
Location
Mount Vernon, WA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$1,200,000.00
# of Accounts
60
Avg Client Age
45
Overview

I work with a simple and effective strategy to grow my clients portfolios while making the transition to retirement as smooth as possibe. I am in the early stages of growing my book of business and looking for ways to accelerate growth

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