Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
596 days old
General
Location
Salem, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$967,000.00
# of Accounts
2,800
Avg Client Age
66
Overview

We are a Lifestyle Management Agency for Advisors who seek to monetize their business and a firm foundation for their exit strategy.

We offer flexible options regardless of the FA's choice to maintain or shelve their securities licenses.

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