Overview

My firm is located in Lake Oswego, OR where we manage most client assets in-house using a proprietary system on the TD Ameritrade platform. We are looking to grow and add new clients to our business via a succession plan or an outright purchase of assets. We also offer Financial planning and insurance services.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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