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Financial Advisor   

$75MM AUM | $600,000 GDC in Portland, OR

Member Level
Basic
Last Activity
this month

Business Mix:

35% Comm
65% Fee

General

Location
Portland, OR, US
12 Month Gross Revenue
$600,000
Number of Accounts
600
Avg Client Age
61

Overview

Looking to build out our practice and help reps with succession planning.

 
Extended Profile Information

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