Overview

We are a well-established fee-based practice in Portland, OR. Our office is in the Lloyd district in Portland. We are a team of four, all of whom have equity in the practice. Three of us are CFP's and all are Series 7 and 66 licensed. We are referral-based. We would like to grow our Portland base by acquiring a local practice.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...