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Financial Advisor   

$35MM AUM | $350,000 GDC in Lake Oswego, OR

Member Level
Lite
Last Activity
today

Business Mix:

5% Comm
95% Fee

General

Location
Lake Oswego , OR, US
12 Month Gross Revenue
$350,000
Number of Accounts
200
Avg Client Age
50

Overview

We are looking to purchase or add new advisors to the firm through acquisition and sussession planning. Our core focus is effective asset management using managed accounts.

 
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